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Beacon Pointe Wealth Advisors, LLC: PEY position timeline

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

Beacon Pointe Wealth Advisors, LLC held 47,524 PEY 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 47,524 shares
    Change vs previous 13F -11,060 shares

    0.17% of the 13F portfolio, value $903,000.

    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 58,584 shares
    Change vs previous 13F -4,305 shares

    0.23% of the 13F portfolio, value $1,070,000.

    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 62,889 shares
    Change vs previous 13F +1,488 shares

    0.24% of the 13F portfolio, value $1,139,000.

    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 61,401 shares
    Change vs previous 13F -4,617 shares

    0.25% of the 13F portfolio, value $1,100,000.

    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 66,018 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,045,000.

    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).