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BEARING POINT CAPITAL, LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEARING POINT CAPITAL, LLC on XLY, newest first. How the timeline and the estimate are built.

BEARING POINT CAPITAL, LLC held 1,910 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,910 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $224,005.

    13F-HR 0001765380-26-000346 filed by BEARING POINT CAPITAL, 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 1,910 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $208,152.

    13F-HR 0001765380-26-000180 filed by BEARING POINT CAPITAL, 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 1,910 shares
    Change vs previous 13F +1,910 shares

    0.04% of the 13F portfolio, value $228,073.

    13F-HR 0001765380-26-000086 filed by BEARING POINT CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -955 shares

    13F-HR 0001765380-25-000181 filed by BEARING POINT CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 955 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $214,254.

    13F-HR 0001765380-25-000111 filed by BEARING POINT CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).