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Beacon Pointe Advisors, LLC: WFC position timeline

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

Beacon Pointe Advisors, LLC held 490,085 WFC 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 490,085 shares
    Change vs previous 13F -19,989 shares

    0.19% of the 13F portfolio, value $40,500,656.

    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 510,074 shares
    Change vs previous 13F +127,285 shares

    0.22% of the 13F portfolio, value $40,606,988.

    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 382,789 shares
    Change vs previous 13F +7,770 shares

    0.25% of the 13F portfolio, value $35,675,968.

    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 375,019 shares
    Change vs previous 13F -29,712 shares

    0.27% of the 13F portfolio, value $31,434,063.

    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 404,731 shares
    Change vs previous 13F +5,598 shares

    0.34% of the 13F portfolio, value $32,427,043.

    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 399,133 shares
    Change vs previous 13F -10,091 shares

    0.32% of the 13F portfolio, value $28,653,732.

    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 409,224 shares
    Change vs previous 13F -1,351 shares

    0.32% of the 13F portfolio, value $28,743,878.

    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 410,575 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $23,193,357.

    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).