Skip to content

Beacon Financial Advisory LLC: ARKB position timeline

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

Beacon Financial Advisory LLC held 21,257 ARKB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,257 shares
    Change vs previous 13F +449 shares

    0.08% of the 13F portfolio, value $413,661.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 20,808 shares
    Change vs previous 13F +2,679 shares

    0.11% of the 13F portfolio, value $467,972.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 18,129 shares
    Change vs previous 13F +1,775 shares

    0.12% of the 13F portfolio, value $526,466.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 16,354 shares
    Change vs previous 13F +121 shares

    0.14% of the 13F portfolio, value $621,779.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 16,233 shares
    Change vs previous 13F +10,916 shares

    0.15% of the 13F portfolio, value $580,979.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 5,317 shares
    Change vs previous 13F +184 shares

    0.13% of the 13F portfolio, value $437,057.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 5,133 shares
    Change vs previous 13F +1,349 shares

    0.16% of the 13F portfolio, value $478,755.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 3,784 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $240,170.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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