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Beacon Pointe Advisors, LLC: IWB position timeline

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

Beacon Pointe Advisors, LLC held 141,523 IWB 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 141,523 shares
    Change vs previous 13F -4,876 shares

    0.27% of the 13F portfolio, value $57,953,653.

    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 146,399 shares
    Change vs previous 13F +31,266 shares

    0.28% of the 13F portfolio, value $52,200,176.

    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 115,133 shares
    Change vs previous 13F +10,849 shares

    0.3% of the 13F portfolio, value $42,995,104.

    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 104,284 shares
    Change vs previous 13F -12,202 shares

    0.32% of the 13F portfolio, value $38,113,606.

    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 116,486 shares
    Change vs previous 13F +1,066 shares

    0.41% of the 13F portfolio, value $39,555,082.

    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 115,420 shares
    Change vs previous 13F +993 shares

    0.4% of the 13F portfolio, value $35,403,995.

    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 114,427 shares
    Change vs previous 13F +2,974 shares

    0.41% of the 13F portfolio, value $36,863,885.

    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 111,453 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $35,039,585.

    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).