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Beacon Pointe Advisors, LLC: XCHYX position timeline

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

Beacon Pointe Advisors, LLC held 65,491 XCHYX 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 65,491 shares
    Change vs previous 13F -9,394 shares

    <0.01% of the 13F portfolio, value $891,993.

    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 74,885 shares
    Change vs previous 13F +33,881 shares

    <0.01% of the 13F portfolio, value $815,499.

    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 41,004 shares
    Change vs previous 13F +4,288 shares

    <0.01% of the 13F portfolio, value $463,760.

    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 36,716 shares
    Change vs previous 13F -8,159 shares

    <0.01% of the 13F portfolio, value $411,958.

    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 44,875 shares
    Change vs previous 13F -1,887 shares

    0.01% of the 13F portfolio, value $493,177.

    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 46,762 shares
    Change vs previous 13F -2,867 shares

    0.01% of the 13F portfolio, value $472,297.

    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 49,629 shares
    Change vs previous 13F +6,521 shares

    0.01% of the 13F portfolio, value $602,495.

    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 43,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $514,277.

    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).