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Beacon Pointe Advisors, LLC: XLE position timeline

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

Beacon Pointe Advisors, LLC held 259,658 XLE 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 259,658 shares
    Change vs previous 13F -91,560 shares

    0.06% of the 13F portfolio, value $13,790,455.

    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 351,218 shares
    Change vs previous 13F +68,371 shares

    0.11% of the 13F portfolio, value $21,515,615.

    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 282,847 shares
    Change vs previous 13F +152,506 shares

    0.09% of the 13F portfolio, value $12,646,083.

    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 130,341 shares
    Change vs previous 13F +8,842 shares

    0.1% of the 13F portfolio, value $11,644,664.

    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 121,499 shares
    Change vs previous 13F +21,809 shares

    0.11% of the 13F portfolio, value $10,304,362.

    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 99,690 shares
    Change vs previous 13F -131,357 shares

    0.1% of the 13F portfolio, value $9,316,076.

    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 231,047 shares
    Change vs previous 13F -8,237 shares

    0.22% of the 13F portfolio, value $19,791,519.

    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 239,284 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,009,098.

    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).