Beacon Pointe Wealth Advisors, LLC: RWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on RWO, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 8,597 RWO shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 8,597 sharesChange vs previous 13F +12 shares
0.08% of the 13F portfolio, value $443,000.
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 8,585 sharesChange vs previous 13F -65 shares
0.09% of the 13F portfolio, value $445,000.
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 8,650 sharesChange vs previous 13F +21 shares
0.09% of the 13F portfolio, value $430,000.
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 8,629 sharesChange vs previous 13F +43 shares
0.1% of the 13F portfolio, value $432,000.
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 8,586 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $379,000.
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).