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Beacon Pointe Advisors, LLC: IWM position timeline

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

Beacon Pointe Advisors, LLC held 132,878 IWM 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 132,878 shares
    Change vs previous 13F -32,023 shares

    0.19% of the 13F portfolio, value $39,923,235.

    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 164,901 shares
    Change vs previous 13F +85,087 shares

    0.22% of the 13F portfolio, value $40,895,375.

    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 79,814 shares
    Change vs previous 13F +6,445 shares

    0.14% of the 13F portfolio, value $19,646,928.

    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 73,369 shares
    Change vs previous 13F -8,363 shares

    0.15% of the 13F portfolio, value $17,752,464.

    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 81,732 shares
    Change vs previous 13F +989 shares

    0.18% of the 13F portfolio, value $17,636,940.

    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 80,743 shares
    Change vs previous 13F +3,164 shares

    0.18% of the 13F portfolio, value $16,107,367.

    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 77,579 shares
    Change vs previous 13F +2,788 shares

    0.19% of the 13F portfolio, value $17,141,863.

    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 74,791 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,520,549.

    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).