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Beacon Pointe Advisors, LLC: IWV position timeline

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

Beacon Pointe Advisors, LLC held 125,851 IWV 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 125,851 shares
    Change vs previous 13F -15,595 shares

    0.25% of the 13F portfolio, value $53,662,992.

    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 141,446 shares
    Change vs previous 13F -32,745 shares

    0.28% of the 13F portfolio, value $52,431,267.

    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 174,191 shares
    Change vs previous 13F +161,432 shares

    0.47% of the 13F portfolio, value $67,385,876.

    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 12,759 shares
    Change vs previous 13F +2,665 shares

    0.04% of the 13F portfolio, value $4,835,069.

    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 10,094 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $3,542,975.

    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 10,372 shares
    Change vs previous 13F -15,029 shares

    0.04% of the 13F portfolio, value $3,294,504.

    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 25,401 shares
    Change vs previous 13F +18,252 shares

    0.09% of the 13F portfolio, value $8,490,133.

    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 7,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,335,665.

    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).