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Disclosery

Beacon Financial Advisory LLC: BOTZ position timeline

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

Beacon Financial Advisory LLC held 16,009 BOTZ 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 16,009 shares
    Change vs previous 13F +2,233 shares

    0.12% of the 13F portfolio, value $607,371.

    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 13,776 shares
    Change vs previous 13F +2,797 shares

    0.1% of the 13F portfolio, value $457,623.

    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 10,979 shares
    Change vs previous 13F -1,489 shares

    0.09% of the 13F portfolio, value $397,757.

    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 12,468 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $441,730.

    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 12,339 shares
    Change vs previous 13F -2,439 shares

    0.1% of the 13F portfolio, value $402,853.

    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 14,778 shares
    Change vs previous 13F +442 shares

    0.13% of the 13F portfolio, value $420,580.

    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 14,336 shares
    Change vs previous 13F -1,498 shares

    0.15% of the 13F portfolio, value $458,033.

    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 15,834 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $509,061.

    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).