Beacon Pointe Wealth Advisors, LLC: SCHA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 12,538 SCHA shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 12,538 sharesChange vs previous 13F -1,692 shares
0.17% of the 13F portfolio, value $935,000.
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 14,230 sharesChange vs previous 13F +1,857 shares
0.21% of the 13F portfolio, value $980,000.
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 12,373 sharesChange vs previous 13F -904 shares
0.19% of the 13F portfolio, value $877,000.
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 13,277 sharesChange vs previous 13F -1,610 shares
0.21% of the 13F portfolio, value $915,000.
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 14,887 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $899,000.
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).