Beacon Pointe Wealth Advisors, LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on DLR, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 6,019 DLR shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 6,019 sharesChange vs previous 13F -1,557 shares
0.13% of the 13F portfolio, value $722,000.
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 7,576 sharesChange vs previous 13F -4,300 shares
0.21% of the 13F portfolio, value $982,000.
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 11,876 sharesChange vs previous 13F +1,819 shares
0.3% of the 13F portfolio, value $1,400,000.
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 10,057 sharesChange vs previous 13F +1,678 shares
0.27% of the 13F portfolio, value $1,196,000.
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 8,379 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $891,000.
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).