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Disclosery

Beacon Financial Advisory LLC: DFUV position timeline

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

Beacon Financial Advisory LLC held 33,501 DFUV 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 33,501 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $1,842,887.

    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 33,491 shares
    Change vs previous 13F -777 shares

    0.37% of the 13F portfolio, value $1,622,968.

    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 34,268 shares
    Change vs previous 13F -624 shares

    0.37% of the 13F portfolio, value $1,596,551.

    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 34,892 shares
    Change vs previous 13F -2,170 shares

    0.36% of the 13F portfolio, value $1,559,311.

    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 37,062 shares
    Change vs previous 13F +724 shares

    0.41% of the 13F portfolio, value $1,566,974.

    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 36,338 shares
    Change vs previous 13F -3,477 shares

    0.45% of the 13F portfolio, value $1,497,470.

    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 39,815 shares
    Change vs previous 13F +322 shares

    0.53% of the 13F portfolio, value $1,629,250.

    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 39,493 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,646,472.

    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).