Beacon Pointe Wealth Advisors, LLC: PWB position timeline

Beacon Pointe Wealth Advisors, LLC held 10,970 PWB 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 10,970 shares

   Change vs previous 13F -383 shares

   0.1% of the 13F portfolio, value $564,000.

   13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

2. period ended2019-09-30

   13F 11,353 shares

   Change vs previous 13F +12 shares

   0.12% of the 13F portfolio, value $549,000.

   13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

3. period ended2019-06-30

   13F 11,341 shares

   Change vs previous 13F +340 shares

   0.12% of the 13F portfolio, value $549,000.

   13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

4. period ended2019-03-31

   13F 11,001 shares

   Change vs previous 13F -497 shares

   0.12% of the 13F portfolio, value $523,000.

   13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

5. period ended2018-12-31

   13F 11,498 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $476,000.

   13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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