Beacon Pointe Wealth Advisors, LLC: TOTL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on TOTL, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 11,831 TOTL shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 11,831 sharesChange vs previous 13F -12,458 shares
0.11% of the 13F portfolio, value $580,000.
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 24,289 sharesChange vs previous 13F +9,473 shares
0.25% of the 13F portfolio, value $1,197,000.
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 14,816 sharesChange vs previous 13F -2,600 shares
0.15% of the 13F portfolio, value $728,000.
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 17,416 sharesChange vs previous 13F -553 shares
0.19% of the 13F portfolio, value $844,000.
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 17,969 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $855,000.
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).