Beacon Pointe Wealth Advisors, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on IJH, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 31,502 IJH shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 31,502 sharesChange vs previous 13F -1,029 shares
1.19% of the 13F portfolio, value $6,484,000.
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 32,531 sharesChange vs previous 13F +3,148 shares
1.32% of the 13F portfolio, value $6,291,000.
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 29,383 sharesChange vs previous 13F +3,221 shares
1.21% of the 13F portfolio, value $5,709,000.
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 26,162 sharesChange vs previous 13F -81 shares
1.13% of the 13F portfolio, value $4,956,000.
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 26,243 sharesChange vs previous 13F not available
1.57% of the 13F portfolio, value $4,355,000.
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).