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Beacon Pointe Wealth Advisors, LLC: SPDW position timeline

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

Beacon Pointe Wealth Advisors, LLC held 32,070 SPDW 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 32,070 shares
    Change vs previous 13F -7,111 shares

    0.19% of the 13F portfolio, value $1,008,000.

    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 39,181 shares
    Change vs previous 13F +11,361 shares

    0.24% of the 13F portfolio, value $1,149,000.

    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 27,820 shares
    Change vs previous 13F -1,451 shares

    0.17% of the 13F portfolio, value $821,000.

    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 29,271 shares
    Change vs previous 13F +19,300 shares

    0.2% of the 13F portfolio, value $855,000.

    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 9,971 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $264,000.

    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).