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Beacon Pointe Advisors, LLC: XBI position timeline

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

Beacon Pointe Advisors, LLC held 36,983 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,983 shares
    Change vs previous 13F +398 shares

    0.03% of the 13F portfolio, value $5,852,602.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 36,585 shares
    Change vs previous 13F +1,059 shares

    0.02% of the 13F portfolio, value $4,672,965.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 35,526 shares
    Change vs previous 13F +5,405 shares

    0.03% of the 13F portfolio, value $4,331,665.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,121 shares
    Change vs previous 13F +9,427 shares

    0.03% of the 13F portfolio, value $3,018,100.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,694 shares
    Change vs previous 13F -2,000 shares

    0.02% of the 13F portfolio, value $1,716,162.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,694 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $1,840,487.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,744 shares
    Change vs previous 13F -1,990 shares

    0.02% of the 13F portfolio, value $2,048,344.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,734 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,443,715.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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