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Beacon Financial Advisory LLC: C position timeline

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

Beacon Financial Advisory LLC held 8,431 C 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 8,431 shares
    Change vs previous 13F -47 shares

    0.23% of the 13F portfolio, value $1,180,072.

    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 8,478 shares
    Change vs previous 13F +274 shares

    0.22% of the 13F portfolio, value $961,500.

    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 8,204 shares
    Change vs previous 13F -186 shares

    0.22% of the 13F portfolio, value $957,283.

    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 8,390 shares
    Change vs previous 13F -13,332 shares

    0.2% of the 13F portfolio, value $851,600.

    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 21,722 shares
    Change vs previous 13F +442 shares

    0.48% of the 13F portfolio, value $1,848,973.

    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 21,280 shares
    Change vs previous 13F -85 shares

    0.46% of the 13F portfolio, value $1,510,667.

    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 21,365 shares
    Change vs previous 13F +320 shares

    0.49% of the 13F portfolio, value $1,503,882.

    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 21,045 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,317,417.

    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).