Beacon Financial Advisory LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on DGRO, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 65,070 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 65,070 sharesChange vs previous 13F +3,446 shares
0.97% of the 13F portfolio, value $4,931,681.
13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,624 sharesChange vs previous 13F +2,102 shares
0.98% of the 13F portfolio, value $4,324,786.
13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,522 sharesChange vs previous 13F +1,761 shares
0.96% of the 13F portfolio, value $4,132,041.
13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,761 sharesChange vs previous 13F +2,012 shares
0.91% of the 13F portfolio, value $3,932,348.
13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,749 sharesChange vs previous 13F +4,521 shares
0.92% of the 13F portfolio, value $3,564,562.
13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,228 sharesChange vs previous 13F +15,035 shares
0.96% of the 13F portfolio, value $3,164,842.
13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,193 sharesChange vs previous 13F +1,630 shares
0.72% of the 13F portfolio, value $2,220,071.
13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,563 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $2,166,780.
13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).