Beacon Pointe Wealth Advisors, LLC: FDN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on FDN, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 11,133 FDN shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 11,133 sharesChange vs previous 13F +66 shares
0.29% of the 13F portfolio, value $1,549,000.
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 11,067 sharesChange vs previous 13F -615 shares
0.31% of the 13F portfolio, value $1,489,000.
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 11,682 sharesChange vs previous 13F +150 shares
0.36% of the 13F portfolio, value $1,680,000.
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 11,532 sharesChange vs previous 13F -200 shares
0.37% of the 13F portfolio, value $1,602,000.
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 11,732 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $1,367,000.
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).