Beacon Financial Advisory LLC: EXPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on EXPE, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 1,632 EXPE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,632 sharesChange vs previous 13F +4 shares
0.08% of the 13F portfolio, value $417,503.
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 1,628 sharesChange vs previous 13F +48 shares
0.08% of the 13F portfolio, value $375,893.
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 1,580 sharesChange vs previous 13F +3 shares
0.1% of the 13F portfolio, value $447,734.
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 1,577 sharesChange vs previous 13F +5 shares
0.08% of the 13F portfolio, value $337,099.
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 1,572 sharesChange vs previous 13F -26 shares
0.07% of the 13F portfolio, value $265,084.
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).
- period ended2025-03-3113F 1,598 sharesChange vs previous 13F +15 shares
0.08% of the 13F portfolio, value $268,582.
13F-HR 0001667731-25-000506 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 ended2024-12-3113F 1,583 sharesChange vs previous 13F +4 shares
0.1% of the 13F portfolio, value $294,960.
13F-HR 0001667731-25-000137 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 ended2024-09-3013F 1,579 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $233,724.
13F-HR 0001800502-24-000005 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).