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Beacon Pointe Advisors, LLC: WPM position timeline

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

Beacon Pointe Advisors, LLC held 85,650 WPM 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 85,650 shares
    Change vs previous 13F +1,893 shares

    0.04% of the 13F portfolio, value $9,620,171.

    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 83,757 shares
    Change vs previous 13F +3,642 shares

    0.06% of the 13F portfolio, value $10,973,059.

    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 80,115 shares
    Change vs previous 13F -2,887 shares

    0.07% of the 13F portfolio, value $9,415,164.

    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 83,002 shares
    Change vs previous 13F -2,206 shares

    0.08% of the 13F portfolio, value $9,282,965.

    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 85,208 shares
    Change vs previous 13F -3,056 shares

    0.08% of the 13F portfolio, value $7,651,702.

    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 88,264 shares
    Change vs previous 13F -2,248 shares

    0.08% of the 13F portfolio, value $6,851,944.

    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 90,512 shares
    Change vs previous 13F -2,153 shares

    0.06% of the 13F portfolio, value $5,090,402.

    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 92,665 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,659,978.

    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).