Beacon Financial Advisory LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on DGRW, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 9,300 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 9,300 sharesChange vs previous 13F -325 shares
0.18% of the 13F portfolio, value $889,306.
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 9,625 sharesChange vs previous 13F -691 shares
0.19% of the 13F portfolio, value $845,463.
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 10,316 sharesChange vs previous 13F -1,114 shares
0.21% of the 13F portfolio, value $922,545.
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 11,430 sharesChange vs previous 13F -1,220 shares
0.24% of the 13F portfolio, value $1,016,812.
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 12,650 sharesChange vs previous 13F -2,334 shares
0.27% of the 13F portfolio, value $1,059,327.
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 14,984 sharesChange vs previous 13F +6,317 shares
0.36% of the 13F portfolio, value $1,196,627.
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 8,667 sharesChange vs previous 13F +1,807 shares
0.23% of the 13F portfolio, value $701,433.
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 6,860 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $570,812.
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).