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Beacon Pointe Advisors, LLC: XLF position timeline

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

Beacon Pointe Advisors, LLC held 165,730 XLF 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 165,730 shares
    Change vs previous 13F +8,251 shares

    0.04% of the 13F portfolio, value $8,884,788.

    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 157,479 shares
    Change vs previous 13F +74,355 shares

    0.04% of the 13F portfolio, value $7,774,751.

    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 83,124 shares
    Change vs previous 13F +6,579 shares

    0.03% of the 13F portfolio, value $4,552,704.

    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 76,545 shares
    Change vs previous 13F -19,284 shares

    0.04% of the 13F portfolio, value $4,123,480.

    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 95,829 shares
    Change vs previous 13F -4,128 shares

    0.05% of the 13F portfolio, value $5,018,557.

    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 99,957 shares
    Change vs previous 13F +8,752 shares

    0.06% of the 13F portfolio, value $4,978,876.

    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 91,205 shares
    Change vs previous 13F +9,066 shares

    0.05% of the 13F portfolio, value $4,407,918.

    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 82,139 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,722,536.

    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).