Beacon Pointe Wealth Advisors, LLC: SPEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on SPEU, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 7,670 SPEU shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 7,670 sharesChange vs previous 13F -1,572 shares
0.05% of the 13F portfolio, value $272,000.
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 9,242 sharesChange vs previous 13F +181 shares
0.06% of the 13F portfolio, value $297,000.
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 9,061 sharesChange vs previous 13F -1,351 shares
0.06% of the 13F portfolio, value $303,000.
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 10,412 sharesChange vs previous 13F -1,513 shares
0.08% of the 13F portfolio, value $338,000.
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 11,925 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $349,000.
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).