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Disclosery

Beacon Financial Advisory LLC: DFAT position timeline

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

Beacon Financial Advisory LLC held 18,090 DFAT 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 18,090 shares
    Change vs previous 13F +3,089 shares

    0.25% of the 13F portfolio, value $1,264,508.

    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 15,001 shares
    Change vs previous 13F +3,098 shares

    0.21% of the 13F portfolio, value $936,825.

    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 11,903 shares
    Change vs previous 13F +853 shares

    0.16% of the 13F portfolio, value $708,713.

    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 11,050 shares
    Change vs previous 13F +988 shares

    0.15% of the 13F portfolio, value $643,228.

    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 10,062 shares
    Change vs previous 13F +5,343 shares

    0.14% of the 13F portfolio, value $542,951.

    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 4,719 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $242,986.

    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).