Beacon Pointe Wealth Advisors, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on ORCL, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 11,063 ORCL shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 11,063 sharesChange vs previous 13F +2,679 shares
0.11% of the 13F portfolio, value $585,000.
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 8,384 sharesChange vs previous 13F -906 shares
0.1% of the 13F portfolio, value $463,000.
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 9,290 sharesChange vs previous 13F -17 shares
0.11% of the 13F portfolio, value $530,000.
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 9,307 sharesChange vs previous 13F -1,851 shares
0.11% of the 13F portfolio, value $499,000.
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 11,158 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $504,000.
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).