Beacon Financial Advisory LLC: BP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on BP, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 0 BP shares at 2025-09-30 per its 13F-HR filed 2025-10-29.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -33,542 shares
13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 33,542 sharesChange vs previous 13F -1,639 shares
0.26% of the 13F portfolio, value $1,003,920.
13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 35,181 sharesChange vs previous 13F -450 shares
0.36% of the 13F portfolio, value $1,188,759.
13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,631 sharesChange vs previous 13F +5,659 shares
0.34% of the 13F portfolio, value $1,053,243.
13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,972 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $940,830.
13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).