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Beacon Pointe Advisors, LLC: RWO position timeline

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

Beacon Pointe Advisors, LLC held 72,840 RWO 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 72,840 shares
    Change vs previous 13F -1,723 shares

    0.02% of the 13F portfolio, value $3,620,857.

    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 74,563 shares
    Change vs previous 13F +44,105 shares

    0.02% of the 13F portfolio, value $3,412,759.

    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 30,458 shares
    Change vs previous 13F +745 shares

    0.01% of the 13F portfolio, value $1,371,227.

    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 29,713 shares
    Change vs previous 13F -33,155 shares

    0.01% of the 13F portfolio, value $1,359,972.

    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 62,868 shares
    Change vs previous 13F -12,409 shares

    0.03% of the 13F portfolio, value $2,774,975.

    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 75,277 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $3,285,109.

    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 75,130 shares
    Change vs previous 13F +8,076 shares

    0.04% of the 13F portfolio, value $3,222,339.

    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 67,054 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,187,056.

    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).