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Beacon Pointe Advisors, LLC: EWX position timeline

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

Beacon Pointe Advisors, LLC held 67,611 EWX 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 67,611 shares
    Change vs previous 13F +13,117 shares

    0.02% of the 13F portfolio, value $5,023,878.

    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 54,494 shares
    Change vs previous 13F +5,933 shares

    0.02% of the 13F portfolio, value $3,603,119.

    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 48,561 shares
    Change vs previous 13F +8,348 shares

    0.02% of the 13F portfolio, value $3,188,317.

    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 40,213 shares
    Change vs previous 13F +3,266 shares

    0.02% of the 13F portfolio, value $2,705,952.

    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 36,947 shares
    Change vs previous 13F +6,989 shares

    0.02% of the 13F portfolio, value $2,291,831.

    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 29,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,696,522.

    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).