Skip to content
Disclosery

Beacon Financial Advisory LLC: BIZD position timeline

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

Beacon Financial Advisory LLC held 23,847 BIZD 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 23,847 shares
    Change vs previous 13F -364 shares

    0.06% of the 13F portfolio, value $301,898.

    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 24,211 shares
    Change vs previous 13F -862 shares

    0.07% of the 13F portfolio, value $309,898.

    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 25,073 shares
    Change vs previous 13F -104 shares

    0.08% of the 13F portfolio, value $355,537.

    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 25,177 shares
    Change vs previous 13F -143 shares

    0.09% of the 13F portfolio, value $376,143.

    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 25,320 shares
    Change vs previous 13F +3,877 shares

    0.11% of the 13F portfolio, value $412,207.

    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 21,443 shares
    Change vs previous 13F +811 shares

    0.11% of the 13F portfolio, value $359,388.

    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 20,632 shares
    Change vs previous 13F +2,195 shares

    0.11% of the 13F portfolio, value $343,113.

    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 18,437 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $305,317.

    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).