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Disclosery

Beacon Capital Management, Inc.: XLE position timeline

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

Beacon Capital Management, Inc. held 15,635 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,635 shares
    Change vs previous 13F +4,456 shares

    0.05% of the 13F portfolio, value $830,375.

    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).

  2. period ended2026-03-31
    13F/A 11,179 shares
    Change vs previous 13F -24,535 shares

    0.04% of the 13F portfolio, value $684,826.

    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).

  3. period ended2025-12-31
    13F 35,714 shares
    Change vs previous 13F +13,742 shares

    0.09% of the 13F portfolio, value $1,596,773.

    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).

  4. period ended2025-09-30
    13F 21,972 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,962,978.

    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).