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Disclosery

Beacon Financial Advisory LLC: DFEM position timeline

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

Beacon Financial Advisory LLC held 29,719 DFEM 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 29,719 shares
    Change vs previous 13F +3,635 shares

    0.24% of the 13F portfolio, value $1,207,780.

    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 26,084 shares
    Change vs previous 13F +2,865 shares

    0.2% of the 13F portfolio, value $901,202.

    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 23,219 shares
    Change vs previous 13F +1,341 shares

    0.18% of the 13F portfolio, value $768,085.

    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 21,878 shares
    Change vs previous 13F +1,282 shares

    0.16% of the 13F portfolio, value $701,627.

    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 20,596 shares
    Change vs previous 13F +7,245 shares

    0.16% of the 13F portfolio, value $611,289.

    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 13,351 shares
    Change vs previous 13F +5,690 shares

    0.11% of the 13F portfolio, value $353,267.

    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 7,661 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,642.

    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).