Skip to content
Disclosery

Beacon Financial Advisory LLC: FDL position timeline

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

Beacon Financial Advisory LLC held 68,171 FDL 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 68,171 shares
    Change vs previous 13F +28,563 shares

    0.65% of the 13F portfolio, value $3,317,214.

    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 39,608 shares
    Change vs previous 13F -9,337 shares

    0.45% of the 13F portfolio, value $2,012,068.

    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 48,945 shares
    Change vs previous 13F +15,275 shares

    0.5% of the 13F portfolio, value $2,170,227.

    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 33,670 shares
    Change vs previous 13F +10,325 shares

    0.34% of the 13F portfolio, value $1,461,614.

    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 23,345 shares
    Change vs previous 13F +16,619 shares

    0.25% of the 13F portfolio, value $977,455.

    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 6,726 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $292,177.

    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).