Beacon Financial Advisory LLC: AOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on AOM, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 44,541 AOM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 44,541 sharesChange vs previous 13F +294 shares
0.44% of the 13F portfolio, value $2,222,141.
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 44,247 sharesChange vs previous 13F +520 shares
0.47% of the 13F portfolio, value $2,095,964.
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 43,727 sharesChange vs previous 13F +140 shares
0.48% of the 13F portfolio, value $2,087,073.
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 43,587 sharesChange vs previous 13F +136 shares
0.48% of the 13F portfolio, value $2,073,871.
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 43,451 sharesChange vs previous 13F -724 shares
0.52% of the 13F portfolio, value $2,000,462.
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 44,175 sharesChange vs previous 13F -1,117 shares
0.59% of the 13F portfolio, value $1,938,389.
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 45,292 sharesChange vs previous 13F -38 shares
0.64% of the 13F portfolio, value $1,967,469.
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 45,330 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $2,044,824.
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).