Skip to content
Disclosery

Beacon Pointe Advisors, LLC: ITW position timeline

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

Beacon Pointe Advisors, LLC held 19,093 ITW 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 19,093 shares
    Change vs previous 13F -352 shares

    0.02% of the 13F portfolio, value $5,164,366.

    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 19,445 shares
    Change vs previous 13F +2,959 shares

    0.03% of the 13F portfolio, value $5,061,342.

    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 16,486 shares
    Change vs previous 13F -1,359 shares

    0.03% of the 13F portfolio, value $4,060,598.

    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 17,845 shares
    Change vs previous 13F -4,262 shares

    0.04% of the 13F portfolio, value $4,653,355.

    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 22,107 shares
    Change vs previous 13F -997 shares

    0.06% of the 13F portfolio, value $5,465,987.

    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 23,104 shares
    Change vs previous 13F -1,127 shares

    0.06% of the 13F portfolio, value $5,729,964.

    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 24,231 shares
    Change vs previous 13F -1,190 shares

    0.07% of the 13F portfolio, value $6,144,120.

    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 25,421 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,662,118.

    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).