Skip to content
Disclosery

Beacon Financial Advisory LLC: BAUG position timeline

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

Beacon Financial Advisory LLC held 27,071 BAUG 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 27,071 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,451,398.

    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 27,071 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,322,359.

    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 27,071 shares
    Change vs previous 13F +3,365 shares

    0.31% of the 13F portfolio, value $1,354,619.

    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 23,706 shares
    Change vs previous 13F -550 shares

    0.27% of the 13F portfolio, value $1,161,374.

    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 24,256 shares
    Change vs previous 13F -2,315 shares

    0.29% of the 13F portfolio, value $1,116,266.

    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 26,571 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,127,939.

    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 26,571 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,158,070.

    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 26,571 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,136,622.

    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).