Beacon Pointe Wealth Advisors, LLC: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on NVS, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 9,768 NVS shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 9,768 sharesChange vs previous 13F +1,045 shares
0.17% of the 13F portfolio, value $926,000.
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 8,723 sharesChange vs previous 13F -1,103 shares
0.16% of the 13F portfolio, value $757,000.
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 9,826 sharesChange vs previous 13F -375 shares
0.19% of the 13F portfolio, value $896,000.
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 10,201 sharesChange vs previous 13F -559 shares
0.22% of the 13F portfolio, value $981,000.
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 10,760 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $923,000.
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).