BEACON INVESTMENT ADVISORS LLC
Holdings in RWT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,359,318 | 245,808 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,425,885 | 246,267 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,437,495 | 243,231 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,495,308 | 246,344 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,600,822 | 245,149 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,931,819 | 249,912 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,600,408 | 246,596 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,446,716 | 227,114 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,685,456 | 227,457 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,587,658 | 222,673 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $1,411,935 | 221,654 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $1,477,947 | 219,280 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,476,586 | 218,430 | Shares | Sole | 2023-02-09 |