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Disclosery

Beacon Financial Advisory LLC: EPI position timeline

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

Beacon Financial Advisory LLC held 12,774 EPI 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 12,774 shares
    Change vs previous 13F -4,508 shares

    0.11% of the 13F portfolio, value $546,469.

    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 17,282 shares
    Change vs previous 13F -1,796 shares

    0.16% of the 13F portfolio, value $705,122.

    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 19,078 shares
    Change vs previous 13F -6,465 shares

    0.2% of the 13F portfolio, value $883,115.

    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 25,543 shares
    Change vs previous 13F +370 shares

    0.26% of the 13F portfolio, value $1,128,995.

    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 25,173 shares
    Change vs previous 13F +2,722 shares

    0.31% of the 13F portfolio, value $1,194,961.

    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 22,451 shares
    Change vs previous 13F +762 shares

    0.3% of the 13F portfolio, value $981,332.

    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 21,689 shares
    Change vs previous 13F +1,352 shares

    0.32% of the 13F portfolio, value $981,860.

    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 20,337 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,026,205.

    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).