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Disclosery

Beacon Financial Advisory LLC: EFV position timeline

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

Beacon Financial Advisory LLC held 14,297 EFV 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 14,297 shares
    Change vs previous 13F -5,191 shares

    0.22% of the 13F portfolio, value $1,094,462.

    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 19,488 shares
    Change vs previous 13F -4,484 shares

    0.33% of the 13F portfolio, value $1,448,922.

    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 23,972 shares
    Change vs previous 13F -1,405 shares

    0.4% of the 13F portfolio, value $1,711,830.

    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 25,377 shares
    Change vs previous 13F -2,452 shares

    0.4% of the 13F portfolio, value $1,721,312.

    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 27,829 shares
    Change vs previous 13F +8,304 shares

    0.46% of the 13F portfolio, value $1,766,576.

    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 19,525 shares
    Change vs previous 13F -3,413 shares

    0.35% of the 13F portfolio, value $1,150,792.

    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 22,938 shares
    Change vs previous 13F +2,799 shares

    0.39% of the 13F portfolio, value $1,203,547.

    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 20,139 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,158,616.

    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).