Beacon Pointe Advisors, LLC
CIK
0001744317
City
NEWPORT BEACH
State / Country
CA
Holdings in BLW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $294,544 | 21,437 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $356,608 | 25,472 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $300,545 | 21,195 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $302,030 | 21,360 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $190,147 | 13,457 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $194,857 | 13,457 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $214,914 | 15,395 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $215,991 | 15,395 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $210,580 | 15,063 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $194,011 | 15,063 | Shares | Sole | 2023-11-14 |