Beacon Pointe Wealth Advisors, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on VZ, newest first. How the timeline and the estimate are built.
Beacon Pointe Wealth Advisors, LLC held 20,559 VZ shares at 2019-12-31 per its 13F-HR filed 2020-02-14.
the latest 13F is the newest step
- period ended2019-12-3113F 20,559 sharesChange vs previous 13F +641 shares
0.23% of the 13F portfolio, value $1,261,000.
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 19,918 sharesChange vs previous 13F -798 shares
0.25% of the 13F portfolio, value $1,199,000.
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 20,716 sharesChange vs previous 13F +4,051 shares
0.25% of the 13F portfolio, value $1,181,000.
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 16,665 sharesChange vs previous 13F +2,342 shares
0.23% of the 13F portfolio, value $989,000.
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 14,323 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $805,000.
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).