Beacon Pointe Wealth Advisors, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on BA, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 3,699 BA shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 3,699 sharesChange vs previous 13F -734 shares
0.22% of the 13F portfolio, value $1,207,000.
13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 4,433 sharesChange vs previous 13F +546 shares
0.36% of the 13F portfolio, value $1,689,000.
13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 3,887 sharesChange vs previous 13F +32 shares
0.3% of the 13F portfolio, value $1,410,000.
13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 3,855 sharesChange vs previous 13F +456 shares
0.34% of the 13F portfolio, value $1,471,000.
13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 3,399 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $1,096,000.
13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).