Beacon Pointe Wealth Advisors, LLC: BND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on BND, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 62,633 BND shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 62,633 sharesChange vs previous 13F +38,411 shares
0.97% of the 13F portfolio, value $5,255,000.
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 24,222 sharesChange vs previous 13F +18,823 shares
0.43% of the 13F portfolio, value $2,044,000.
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 5,399 sharesChange vs previous 13F +83 shares
0.09% of the 13F portfolio, value $447,000.
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 5,316 sharesChange vs previous 13F -810 shares
0.1% of the 13F portfolio, value $431,000.
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 6,126 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $487,000.
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).