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Disclosery

Beacon Financial Advisory LLC: CCEF position timeline

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

Beacon Financial Advisory LLC held 90,112 CCEF 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 90,112 shares
    Change vs previous 13F +756 shares

    0.53% of the 13F portfolio, value $2,697,051.

    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 89,356 shares
    Change vs previous 13F -904 shares

    0.57% of the 13F portfolio, value $2,517,914.

    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 90,260 shares
    Change vs previous 13F -654 shares

    0.6% of the 13F portfolio, value $2,601,329.

    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 90,914 shares
    Change vs previous 13F +1,112 shares

    0.61% of the 13F portfolio, value $2,644,685.

    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 89,802 shares
    Change vs previous 13F +1,865 shares

    0.66% of the 13F portfolio, value $2,556,297.

    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 87,937 shares
    Change vs previous 13F -570 shares

    0.74% of the 13F portfolio, value $2,446,721.

    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 88,507 shares
    Change vs previous 13F +8,331 shares

    0.79% of the 13F portfolio, value $2,440,589.

    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 80,176 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,317,081.

    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).