Skip to content
Disclosery

Beacon Capital Management, LLC: XLI position timeline

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

Beacon Capital Management, LLC held 1,312 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,312 shares
    Change vs previous 13F +1,312 shares

    0.04% of the 13F portfolio, value $243,053.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,106 shares

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 1,106 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $163,179.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,019 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $133,539.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,135 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $149,534.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,133 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $153,403.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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