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Beacon Pointe Advisors, LLC: BNDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on BNDW, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 215,049 BNDW shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,049 shares
    Change vs previous 13F +8,019 shares

    0.07% of the 13F portfolio, value $14,737,278.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 207,030 shares
    Change vs previous 13F -49,020 shares

    0.08% of the 13F portfolio, value $14,150,533.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 256,050 shares
    Change vs previous 13F +62,178 shares

    0.12% of the 13F portfolio, value $17,600,914.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 193,872 shares
    Change vs previous 13F +5,958 shares

    0.11% of the 13F portfolio, value $13,505,857.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 187,914 shares
    Change vs previous 13F -3,588 shares

    0.14% of the 13F portfolio, value $13,028,056.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 191,502 shares
    Change vs previous 13F -3,001 shares

    0.15% of the 13F portfolio, value $13,177,226.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,503 shares
    Change vs previous 13F +1,795 shares

    0.15% of the 13F portfolio, value $13,263,128.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 192,708 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,607,121.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).