Skip to content
Disclosery

BEACON ADVISORS HOLDINGS, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON ADVISORS HOLDINGS, LLC on USMV, newest first. How the timeline and the estimate are built.

BEACON ADVISORS HOLDINGS, LLC held 129,580 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,580 shares
    Change vs previous 13F -4,606 shares

    6.12% of the 13F portfolio, value $12,499,315.

    13F-HR 0002114314-26-000003 filed by BEACON ADVISORS HOLDINGS, 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 134,186 shares
    Change vs previous 13F +2,395 shares

    6.66% of the 13F portfolio, value $12,444,419.

    13F-HR 0002114314-26-000001 filed by BEACON ADVISORS HOLDINGS, 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 131,791 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $12,409,447.

    13F-HR 0001986152-26-000047 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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