Beacon Financial Advisory LLC: BAI position timeline

Beacon Financial Advisory LLC held 25,824 BAI 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 25,824 shares

   Change vs previous 13F -1,280 shares

   0.27% of the 13F portfolio, value $1,361,441.

   13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,104 shares

   Change vs previous 13F +5,930 shares

   0.2% of the 13F portfolio, value $893,077.

   13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,174 shares

   Change vs previous 13F +2,324 shares

   0.16% of the 13F portfolio, value $705,094.

   13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,850 shares

   Change vs previous 13F +11,489 shares

   0.15% of the 13F portfolio, value $643,916.

   13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,361 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $212,365.

   13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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