Beacon Pointe Advisors, LLC: FFWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on FFWM, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 0 FFWM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -40,100 shares
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 40,100 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $204,510.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,100 sharesChange vs previous 13F +100 shares
<0.01% of the 13F portfolio, value $208,119.
13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $248,400.
13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,000 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $249,600.
13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).