Skip to content
Disclosery

Beacon Pointe Advisors, LLC: IWN position timeline

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

Beacon Pointe Advisors, LLC held 65,608 IWN 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 65,608 shares
    Change vs previous 13F -16,080 shares

    0.07% of the 13F portfolio, value $14,512,514.

    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 81,688 shares
    Change vs previous 13F +20,543 shares

    0.08% of the 13F portfolio, value $15,487,255.

    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 61,145 shares
    Change vs previous 13F +9,453 shares

    0.08% of the 13F portfolio, value $11,080,007.

    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 51,692 shares
    Change vs previous 13F +36,163 shares

    0.08% of the 13F portfolio, value $9,139,640.

    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 15,529 shares
    Change vs previous 13F +259 shares

    0.03% of the 13F portfolio, value $2,449,888.

    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 15,270 shares
    Change vs previous 13F +478 shares

    0.03% of the 13F portfolio, value $2,305,394.

    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 14,792 shares
    Change vs previous 13F +1,581 shares

    0.03% of the 13F portfolio, value $2,428,428.

    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 13,211 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,203,825.

    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).