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Disclosery

Beacon Financial Advisory LLC: EFG position timeline

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

Beacon Financial Advisory LLC held 2,313 EFG 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 2,313 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $287,817.

    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 2,323 shares
    Change vs previous 13F -533 shares

    0.06% of the 13F portfolio, value $258,722.

    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 2,856 shares
    Change vs previous 13F -820 shares

    0.08% of the 13F portfolio, value $325,365.

    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 3,676 shares
    Change vs previous 13F -4,117 shares

    0.1% of the 13F portfolio, value $418,678.

    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 7,793 shares
    Change vs previous 13F -24 shares

    0.23% of the 13F portfolio, value $872,763.

    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 7,817 shares
    Change vs previous 13F -3,896 shares

    0.24% of the 13F portfolio, value $781,750.

    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 11,713 shares
    Change vs previous 13F +1,451 shares

    0.37% of the 13F portfolio, value $1,134,218.

    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 10,262 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,104,746.

    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).