Skip to content

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

  1. period ended2019-12-31
    13F 20,559 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 19,918 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 20,716 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 16,665 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 14,323 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).