Beacon Pointe Wealth Advisors, LLC: WMT position timeline

Beacon Pointe Wealth Advisors, LLC held 6,692 WMT 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 6,692 shares

   Change vs previous 13F -1,837 shares

   0.15% of the 13F portfolio, value $796,000.

   13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

2. period ended2019-09-30

   13F 8,529 shares

   Change vs previous 13F +168 shares

   0.21% of the 13F portfolio, value $1,010,000.

   13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

3. period ended2019-06-30

   13F 8,361 shares

   Change vs previous 13F +643 shares

   0.2% of the 13F portfolio, value $924,000.

   13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

4. period ended2019-03-31

   13F 7,718 shares

   Change vs previous 13F +845 shares

   0.17% of the 13F portfolio, value $754,000.

   13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

5. period ended2018-12-31

   13F 6,873 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $640,000.

   13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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