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Beacon Pointe Advisors, LLC: XLU position timeline

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

Beacon Pointe Advisors, LLC held 165,449 XLU 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 165,449 shares
    Change vs previous 13F +887 shares

    0.03% of the 13F portfolio, value $7,501,445.

    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 164,562 shares
    Change vs previous 13F +14,061 shares

    0.04% of the 13F portfolio, value $7,551,761.

    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 150,501 shares
    Change vs previous 13F +77,200 shares

    0.05% of the 13F portfolio, value $6,424,875.

    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 73,301 shares
    Change vs previous 13F -14,961 shares

    0.05% of the 13F portfolio, value $6,392,572.

    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 88,262 shares
    Change vs previous 13F +19,034 shares

    0.08% of the 13F portfolio, value $7,207,450.

    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 69,228 shares
    Change vs previous 13F -21,818 shares

    0.06% of the 13F portfolio, value $5,458,600.

    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 91,046 shares
    Change vs previous 13F +6,340 shares

    0.08% of the 13F portfolio, value $6,891,242.

    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 84,706 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,842,575.

    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).