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Beacon Pointe Wealth Advisors, LLC: EFG position timeline

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

Beacon Pointe Wealth Advisors, LLC held 0 EFG shares at 2019-06-30 per its 13F-HR filed 2019-08-14.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 0 shares
    Change vs previous 13F -7,759 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2019-03-31
    13F 7,759 shares
    Change vs previous 13F -1,167 shares

    0.14% of the 13F portfolio, value $600,000.

    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).

  3. period ended2018-12-31
    13F 8,926 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $618,000.

    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).