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Beacon Pointe Advisors, LLC: IWP position timeline

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

Beacon Pointe Advisors, LLC held 42,161 IWP 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 42,161 shares
    Change vs previous 13F -1,088 shares

    0.03% of the 13F portfolio, value $6,172,773.

    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 43,249 shares
    Change vs previous 13F +8,424 shares

    0.03% of the 13F portfolio, value $5,541,083.

    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 34,825 shares
    Change vs previous 13F +392 shares

    0.03% of the 13F portfolio, value $4,768,974.

    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 34,433 shares
    Change vs previous 13F +4,632 shares

    0.04% of the 13F portfolio, value $4,903,623.

    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 29,801 shares
    Change vs previous 13F +7,477 shares

    0.04% of the 13F portfolio, value $4,132,765.

    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 22,324 shares
    Change vs previous 13F -1,495 shares

    0.03% of the 13F portfolio, value $2,622,893.

    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 23,819 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $3,019,060.

    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 23,598 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,767,867.

    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).