Beacon Pointe Wealth Advisors, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on HD, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 14,358 HD shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 14,358 sharesChange vs previous 13F +488 shares
0.58% of the 13F portfolio, value $3,138,000.
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 13,870 sharesChange vs previous 13F -993 shares
0.68% of the 13F portfolio, value $3,215,000.
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 14,863 sharesChange vs previous 13F +544 shares
0.65% of the 13F portfolio, value $3,093,000.
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 14,319 sharesChange vs previous 13F +729 shares
0.63% of the 13F portfolio, value $2,748,000.
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 13,590 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $2,336,000.
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).