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Disclosery

Beacon Financial Advisory LLC: DFIV position timeline

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

Beacon Financial Advisory LLC held 29,672 DFIV 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 29,672 shares
    Change vs previous 13F +5,115 shares

    0.32% of the 13F portfolio, value $1,602,894.

    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 24,557 shares
    Change vs previous 13F +2,261 shares

    0.29% of the 13F portfolio, value $1,296,105.

    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 22,296 shares
    Change vs previous 13F +1,609 shares

    0.26% of the 13F portfolio, value $1,112,565.

    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 20,687 shares
    Change vs previous 13F +1,140 shares

    0.22% of the 13F portfolio, value $954,062.

    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 19,547 shares
    Change vs previous 13F +5,305 shares

    0.22% of the 13F portfolio, value $837,191.

    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 14,242 shares
    Change vs previous 13F +6,681 shares

    0.17% of the 13F portfolio, value $560,576.

    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 7,561 shares
    Change vs previous 13F +1,392 shares

    0.09% of the 13F portfolio, value $268,273.

    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 6,169 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $234,933.

    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).