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Beacon Pointe Advisors, LLC: IWD position timeline

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

Beacon Pointe Advisors, LLC held 261,551 IWD 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 261,551 shares
    Change vs previous 13F -77,176 shares

    0.3% of the 13F portfolio, value $63,407,856.

    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 338,727 shares
    Change vs previous 13F -74,368 shares

    0.38% of the 13F portfolio, value $72,375,902.

    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 413,095 shares
    Change vs previous 13F +181,472 shares

    0.61% of the 13F portfolio, value $86,890,484.

    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 231,623 shares
    Change vs previous 13F +150,813 shares

    0.4% of the 13F portfolio, value $47,156,182.

    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 80,810 shares
    Change vs previous 13F -3,472 shares

    0.16% of the 13F portfolio, value $15,695,661.

    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 84,282 shares
    Change vs previous 13F -209,129 shares

    0.18% of the 13F portfolio, value $15,858,581.

    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 293,411 shares
    Change vs previous 13F +215,077 shares

    0.6% of the 13F portfolio, value $54,319,259.

    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 78,334 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,867,775.

    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).