Beacon Pointe Wealth Advisors, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 2,338 CAT shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 2,338 sharesChange vs previous 13F -196 shares
0.06% of the 13F portfolio, value $345,000.
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 2,534 sharesChange vs previous 13F -211 shares
0.07% of the 13F portfolio, value $321,000.
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 2,745 sharesChange vs previous 13F -131 shares
0.08% of the 13F portfolio, value $374,000.
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 2,876 sharesChange vs previous 13F -24 shares
0.09% of the 13F portfolio, value $390,000.
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 2,900 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $369,000.
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).