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Beacon Pointe Wealth Advisors, LLC: VTI position timeline

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

Beacon Pointe Wealth Advisors, LLC held 31,469 VTI 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 31,469 shares
    Change vs previous 13F +1,078 shares

    0.95% of the 13F portfolio, value $5,152,000.

    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 30,391 shares
    Change vs previous 13F +11,105 shares

    0.97% of the 13F portfolio, value $4,590,000.

    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 19,286 shares
    Change vs previous 13F +779 shares

    0.61% of the 13F portfolio, value $2,899,000.

    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 18,507 shares
    Change vs previous 13F -4,727 shares

    0.61% of the 13F portfolio, value $2,677,000.

    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 23,234 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,965,000.

    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).