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Beacon Pointe Advisors, LLC: XLK position timeline

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

Beacon Pointe Advisors, LLC held 137,315 XLK 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 137,315 shares
    Change vs previous 13F +7,493 shares

    0.12% of the 13F portfolio, value $26,161,173.

    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 129,822 shares
    Change vs previous 13F +36,198 shares

    0.09% of the 13F portfolio, value $17,253,403.

    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 93,624 shares
    Change vs previous 13F +52,848 shares

    0.09% of the 13F portfolio, value $13,478,999.

    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 40,776 shares
    Change vs previous 13F +3,056 shares

    0.1% of the 13F portfolio, value $11,493,121.

    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 37,720 shares
    Change vs previous 13F +611 shares

    0.1% of the 13F portfolio, value $9,551,747.

    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 37,109 shares
    Change vs previous 13F -1,840 shares

    0.09% of the 13F portfolio, value $7,662,219.

    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 38,949 shares
    Change vs previous 13F +1,840 shares

    0.1% of the 13F portfolio, value $9,056,336.

    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 37,109 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,377,637.

    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).