Skip to content
Disclosery

Beacon Pointe Wealth Advisors, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on IWB, newest first. How the timeline and the estimate are built.

Beacon Pointe Wealth Advisors, LLC held 83,228 IWB shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 83,228 shares
    Change vs previous 13F -5,236 shares

    2.73% of the 13F portfolio, value $14,838,000.

    13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 88,464 shares
    Change vs previous 13F -2,079 shares

    3.07% of the 13F portfolio, value $14,559,000.

    13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 90,543 shares
    Change vs previous 13F -123 shares

    3.12% of the 13F portfolio, value $14,746,000.

    13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 90,666 shares
    Change vs previous 13F +5,651 shares

    3.26% of the 13F portfolio, value $14,276,000.

    13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 85,015 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $11,793,000.

    13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).