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Beacon Pointe Advisors, LLC: XLB position timeline

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

Beacon Pointe Advisors, LLC held 94,730 XLB 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 94,730 shares
    Change vs previous 13F +15,262 shares

    0.02% of the 13F portfolio, value $4,815,140.

    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 79,468 shares
    Change vs previous 13F +1,416 shares

    0.02% of the 13F portfolio, value $3,971,009.

    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 78,052 shares
    Change vs previous 13F +37,674 shares

    0.02% of the 13F portfolio, value $3,539,664.

    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 40,378 shares
    Change vs previous 13F -7,371 shares

    0.03% of the 13F portfolio, value $3,618,634.

    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 47,749 shares
    Change vs previous 13F +13,164 shares

    0.04% of the 13F portfolio, value $4,192,807.

    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 34,585 shares
    Change vs previous 13F -15,292 shares

    0.03% of the 13F portfolio, value $2,973,626.

    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 49,877 shares
    Change vs previous 13F +4,108 shares

    0.05% of the 13F portfolio, value $4,196,690.

    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 45,769 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,411,203.

    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).