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Beacon Pointe Wealth Advisors, LLC: WFC position timeline

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

Beacon Pointe Wealth Advisors, LLC held 20,219 WFC 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 20,219 shares
    Change vs previous 13F -3,070 shares

    0.2% of the 13F portfolio, value $1,086,000.

    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 23,289 shares
    Change vs previous 13F -1,995 shares

    0.25% of the 13F portfolio, value $1,175,000.

    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 25,284 shares
    Change vs previous 13F -839 shares

    0.25% of the 13F portfolio, value $1,195,000.

    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 26,123 shares
    Change vs previous 13F +2,794 shares

    0.29% of the 13F portfolio, value $1,260,000.

    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 23,329 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,077,000.

    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).