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Disclosery

Beacon Capital Management, Inc.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Capital Management, Inc. on XLB, newest first. How the timeline and the estimate are built.

Beacon Capital Management, Inc. held 17,486 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,486 shares
    Change vs previous 13F +5,056 shares

    0.05% of the 13F portfolio, value $851,568.

    13F-HR 0001575301-26-000007 filed by Beacon Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,430 shares
    Change vs previous 13F +3,028 shares

    0.04% of the 13F portfolio, value $631,817.

    13F-HR 0001575301-26-000006 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 9,402 shares
    Change vs previous 13F -17,408 shares

    0.03% of the 13F portfolio, value $469,818.

    13F-HR/A 0001575301-26-000003 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,810 shares
    Change vs previous 13F +11,106 shares

    0.07% of the 13F portfolio, value $1,215,834.

    13F-HR 0001575301-26-000001 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,407,393.

    13F-HR 0001575301-25-000008 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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