Beacon Financial Advisory LLC: AMZN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on AMZN, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 27,205 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 27,205 sharesChange vs previous 13F +995 shares
1.28% of the 13F portfolio, value $6,484,040.
13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,210 sharesChange vs previous 13F +2,995 shares
1.23% of the 13F portfolio, value $5,458,757.
13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,215 sharesChange vs previous 13F +47 shares
1.24% of the 13F portfolio, value $5,358,486.
13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,168 sharesChange vs previous 13F +679 shares
1.18% of the 13F portfolio, value $5,086,998.
13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,489 sharesChange vs previous 13F +1,012 shares
1.28% of the 13F portfolio, value $4,933,862.
13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,477 sharesChange vs previous 13F +2,521 shares
1.24% of the 13F portfolio, value $4,086,214.
13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,956 sharesChange vs previous 13F +386 shares
1.35% of the 13F portfolio, value $4,158,757.
13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,570 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $3,460,148.
13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).