Beacon Financial Advisory LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on DSI, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 2,443 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 2,443 sharesChange vs previous 13F -290 shares
0.07% of the 13F portfolio, value $347,894.
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 2,733 sharesChange vs previous 13F +20 shares
0.07% of the 13F portfolio, value $331,204.
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 2,713 sharesChange vs previous 13F +944 shares
0.08% of the 13F portfolio, value $349,563.
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 1,769 sharesChange vs previous 13F +12 shares
0.05% of the 13F portfolio, value $222,844.
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 1,757 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $204,038.
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).