Beacon Financial Advisory LLC: BUFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on BUFF, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 21,036 BUFF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 21,036 sharesChange vs previous 13F +4,099 shares
0.22% of the 13F portfolio, value $1,108,176.
13F-HR 0001800502-26-000001 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 ended2026-03-3113F 16,937 sharesChange vs previous 13F +626 shares
0.19% of the 13F portfolio, value $836,857.
13F-HR 0002085853-26-000505 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 ended2025-12-3113F 16,311 sharesChange vs previous 13F +527 shares
0.19% of the 13F portfolio, value $813,266.
13F-HR 0002085853-26-000264 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 ended2025-09-3013F 15,784 sharesChange vs previous 13F +1,952 shares
0.18% of the 13F portfolio, value $771,135.
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).
- period ended2025-06-3013F 13,832 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $650,104.
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).