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Beacon Pointe Wealth Advisors, LLC: BRK-B position timeline

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

Beacon Pointe Wealth Advisors, LLC held 17,551 BRK-B shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 17,551 shares
    Change vs previous 13F +7,624 shares

    0.73% of the 13F portfolio, value $3,974,000.

    13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth 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 ended2019-09-30
    13F 9,927 shares
    Change vs previous 13F -7,580 shares

    0.43% of the 13F portfolio, value $2,064,000.

    13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth 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 ended2019-06-30
    13F 17,507 shares
    Change vs previous 13F +1,759 shares

    0.79% of the 13F portfolio, value $3,733,000.

    13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth 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 ended2019-03-31
    13F 15,748 shares
    Change vs previous 13F +9,612 shares

    0.72% of the 13F portfolio, value $3,160,000.

    13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth 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 ended2018-12-31
    13F 6,136 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,250,000.

    13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).