Skip to content
Disclosery

Beacon Pointe Advisors, LLC: WMB position timeline

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

Beacon Pointe Advisors, LLC held 220,955 WMB 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 220,955 shares
    Change vs previous 13F +7,381 shares

    0.08% of the 13F portfolio, value $16,425,329.

    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 213,574 shares
    Change vs previous 13F +31,600 shares

    0.08% of the 13F portfolio, value $15,543,893.

    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 181,974 shares
    Change vs previous 13F +9,149 shares

    0.08% of the 13F portfolio, value $10,938,470.

    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 172,825 shares
    Change vs previous 13F +4,894 shares

    0.09% of the 13F portfolio, value $10,948,442.

    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 167,931 shares
    Change vs previous 13F +4,075 shares

    0.11% of the 13F portfolio, value $10,547,753.

    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 163,856 shares
    Change vs previous 13F -422 shares

    0.11% of the 13F portfolio, value $9,792,016.

    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 164,278 shares
    Change vs previous 13F +2,443 shares

    0.1% of the 13F portfolio, value $8,890,738.

    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 161,835 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,387,762.

    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).