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Beacon Pointe Advisors, LLC: IWF position timeline

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

Beacon Pointe Advisors, LLC held 1,460,176 IWF 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 1,460,176 shares
    Change vs previous 13F +1,109,095 shares

    0.84% of the 13F portfolio, value $181,310,101.

    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 351,081 shares
    Change vs previous 13F +53,831 shares

    0.79% of the 13F portfolio, value $149,701,048.

    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 297,250 shares
    Change vs previous 13F -17,151 shares

    0.99% of the 13F portfolio, value $140,688,439.

    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 314,401 shares
    Change vs previous 13F +97,585 shares

    1.25% of the 13F portfolio, value $147,268,711.

    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 216,816 shares
    Change vs previous 13F +2,182 shares

    0.96% of the 13F portfolio, value $92,055,759.

    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 214,634 shares
    Change vs previous 13F -16,767 shares

    0.87% of the 13F portfolio, value $77,502,274.

    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 231,401 shares
    Change vs previous 13F +21,297 shares

    1.03% of the 13F portfolio, value $92,925,971.

    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 210,104 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $78,868,765.

    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).