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Disclosery

Beacon Capital Management, Inc.: XLY position timeline

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

Beacon Capital Management, Inc. held 18,948 XLY 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 18,948 shares
    Change vs previous 13F +2,966 shares

    0.13% of the 13F portfolio, value $2,062,300.

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

  2. period ended2026-06-30
    13F 15,982 shares
    Change vs previous 13F +2,248 shares

    0.11% of the 13F portfolio, value $1,874,369.

    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 13,734 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,496,731.

    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).