Beacon Pointe Wealth Advisors, LLC: FXH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on FXH, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 8,158 FXH shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 8,158 sharesChange vs previous 13F +255 shares
0.13% of the 13F portfolio, value $686,000.
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 7,903 sharesChange vs previous 13F -93 shares
0.12% of the 13F portfolio, value $585,000.
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 7,996 sharesChange vs previous 13F -1,480 shares
0.13% of the 13F portfolio, value $619,000.
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 9,476 sharesChange vs previous 13F -300 shares
0.17% of the 13F portfolio, value $724,000.
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 9,776 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $675,000.
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).