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Beacon Pointe Advisors, LLC: XLV position timeline

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

Beacon Pointe Advisors, LLC held 47,304 XLV 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 47,304 shares
    Change vs previous 13F -54,259 shares

    0.03% of the 13F portfolio, value $7,505,221.

    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 101,563 shares
    Change vs previous 13F +67,048 shares

    0.08% of the 13F portfolio, value $14,890,133.

    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 34,515 shares
    Change vs previous 13F +3,144 shares

    0.04% of the 13F portfolio, value $5,342,888.

    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 31,371 shares
    Change vs previous 13F -6,833 shares

    0.04% of the 13F portfolio, value $4,365,954.

    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 38,204 shares
    Change vs previous 13F -6,532 shares

    0.05% of the 13F portfolio, value $5,149,478.

    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 44,736 shares
    Change vs previous 13F -10,009 shares

    0.07% of the 13F portfolio, value $6,531,920.

    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 54,745 shares
    Change vs previous 13F -6,447 shares

    0.08% of the 13F portfolio, value $7,531,274.

    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 61,192 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,424,860.

    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).