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Beacon Pointe Advisors, LLC: IWO position timeline

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

Beacon Pointe Advisors, LLC held 20,518 IWO 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 20,518 shares
    Change vs previous 13F +87 shares

    0.04% of the 13F portfolio, value $8,083,434.

    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 20,431 shares
    Change vs previous 13F +1,858 shares

    0.03% of the 13F portfolio, value $6,411,517.

    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 18,573 shares
    Change vs previous 13F +1,471 shares

    0.04% of the 13F portfolio, value $5,999,323.

    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 17,102 shares
    Change vs previous 13F +6,493 shares

    0.05% of the 13F portfolio, value $5,473,397.

    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 10,609 shares
    Change vs previous 13F +665 shares

    0.03% of the 13F portfolio, value $3,032,676.

    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 9,944 shares
    Change vs previous 13F -2,556 shares

    0.03% of the 13F portfolio, value $2,540,884.

    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 12,500 shares
    Change vs previous 13F +1,626 shares

    0.04% of the 13F portfolio, value $3,597,694.

    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 10,874 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,088,315.

    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).