Skip to content
Disclosery

Beacon Financial Advisory LLC: EVTR position timeline

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

Beacon Financial Advisory LLC held 8,623 EVTR 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 8,623 shares
    Change vs previous 13F -2,046 shares

    0.09% of the 13F portfolio, value $437,279.

    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 10,669 shares
    Change vs previous 13F -4,416 shares

    0.12% of the 13F portfolio, value $541,453.

    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 15,085 shares
    Change vs previous 13F +5,646 shares

    0.18% of the 13F portfolio, value $776,875.

    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 9,439 shares
    Change vs previous 13F +1,432 shares

    0.11% of the 13F portfolio, value $485,627.

    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 8,007 shares
    Change vs previous 13F +3,092 shares

    0.11% of the 13F portfolio, value $407,277.

    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 4,915 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $248,864.

    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).