Skip to content
Disclosery

Beacon Financial Advisory LLC: DFUS position timeline

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

Beacon Financial Advisory LLC held 14,147 DFUS 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 14,147 shares
    Change vs previous 13F -58 shares

    0.23% of the 13F portfolio, value $1,159,185.

    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 14,205 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $1,007,307.

    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 14,269 shares
    Change vs previous 13F -404 shares

    0.25% of the 13F portfolio, value $1,058,336.

    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 14,673 shares
    Change vs previous 13F -372 shares

    0.25% of the 13F portfolio, value $1,062,899.

    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 15,045 shares
    Change vs previous 13F -9,143 shares

    0.26% of the 13F portfolio, value $1,008,339.

    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 24,188 shares
    Change vs previous 13F -2,308 shares

    0.44% of the 13F portfolio, value $1,462,880.

    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 26,496 shares
    Change vs previous 13F -1,095 shares

    0.55% of the 13F portfolio, value $1,689,144.

    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 27,591 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,716,157.

    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).