Beacon Pointe Wealth Advisors, LLC: BNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on BNY, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 6,448 BNY shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 6,448 sharesChange vs previous 13F +173 shares
0.06% of the 13F portfolio, value $325,000.
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 6,275 sharesChange vs previous 13F -50 shares
0.06% of the 13F portfolio, value $284,000.
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 6,325 sharesChange vs previous 13F +220 shares
0.06% of the 13F portfolio, value $279,000.
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 6,105 sharesChange vs previous 13F -1,112 shares
0.07% of the 13F portfolio, value $308,000.
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 7,217 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $340,000.
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).