Beacon Pointe Wealth Advisors, LLC: FMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on FMB, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 3,981 FMB shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 3,981 sharesChange vs previous 13F +23 shares
0.04% of the 13F portfolio, value $221,000.
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 3,958 sharesChange vs previous 13F +25 shares
0.05% of the 13F portfolio, value $220,000.
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 3,933 sharesChange vs previous 13F +26 shares
0.05% of the 13F portfolio, value $215,000.
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 3,907 sharesChange vs previous 13F +17 shares
0.05% of the 13F portfolio, value $210,000.
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 3,890 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $205,000.
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).