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Beacon Pointe Advisors, LLC: WPC position timeline

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

Beacon Pointe Advisors, LLC held 66,884 WPC 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 66,884 shares
    Change vs previous 13F +2,260 shares

    0.02% of the 13F portfolio, value $4,782,245.

    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 64,624 shares
    Change vs previous 13F +5,053 shares

    0.02% of the 13F portfolio, value $4,391,893.

    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 59,571 shares
    Change vs previous 13F -7,387 shares

    0.03% of the 13F portfolio, value $3,834,091.

    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 66,958 shares
    Change vs previous 13F -7,446 shares

    0.04% of the 13F portfolio, value $4,524,456.

    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 74,404 shares
    Change vs previous 13F -3,915 shares

    0.05% of the 13F portfolio, value $4,641,344.

    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 78,319 shares
    Change vs previous 13F -4,373 shares

    0.06% of the 13F portfolio, value $4,942,690.

    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 82,692 shares
    Change vs previous 13F -9,121 shares

    0.05% of the 13F portfolio, value $4,505,083.

    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 91,813 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,719,961.

    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).