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Beacon Pointe Advisors, LLC: XLI position timeline

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

Beacon Pointe Advisors, LLC held 67,399 XLI 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 67,399 shares
    Change vs previous 13F +7,176 shares

    0.06% of the 13F portfolio, value $12,484,225.

    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 60,223 shares
    Change vs previous 13F +17,142 shares

    0.05% of the 13F portfolio, value $9,739,935.

    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 43,081 shares
    Change vs previous 13F +2,807 shares

    0.05% of the 13F portfolio, value $6,682,654.

    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 40,274 shares
    Change vs previous 13F -6,737 shares

    0.05% of the 13F portfolio, value $6,211,472.

    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 47,011 shares
    Change vs previous 13F +16,325 shares

    0.07% of the 13F portfolio, value $6,935,130.

    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 30,686 shares
    Change vs previous 13F -14,778 shares

    0.05% of the 13F portfolio, value $4,022,022.

    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 45,464 shares
    Change vs previous 13F +4,754 shares

    0.07% of the 13F portfolio, value $5,990,328.

    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 40,710 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,513,806.

    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).