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Beacon Pointe Advisors, LLC: WY position timeline

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

Beacon Pointe Advisors, LLC held 31,417 WY 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 31,417 shares
    Change vs previous 13F -5,301 shares

    <0.01% of the 13F portfolio, value $752,219.

    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 36,718 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $897,015.

    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 35,273 shares
    Change vs previous 13F +1,258 shares

    0.01% of the 13F portfolio, value $835,625.

    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 34,015 shares
    Change vs previous 13F -7,844 shares

    0.01% of the 13F portfolio, value $843,236.

    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 41,859 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $1,075,348.

    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 41,580 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $1,217,457.

    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 41,540 shares
    Change vs previous 13F -2,877 shares

    0.01% of the 13F portfolio, value $1,169,357.

    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 44,417 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,503,966.

    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).