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Disclosery

Beacon Financial Advisory LLC: FPEI position timeline

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

Beacon Financial Advisory LLC held 49,408 FPEI 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 49,408 shares
    Change vs previous 13F -1,647 shares

    0.19% of the 13F portfolio, value $953,079.

    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 51,055 shares
    Change vs previous 13F -36,407 shares

    0.22% of the 13F portfolio, value $970,042.

    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 87,462 shares
    Change vs previous 13F +17,623 shares

    0.39% of the 13F portfolio, value $1,695,884.

    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 69,839 shares
    Change vs previous 13F -324 shares

    0.31% of the 13F portfolio, value $1,350,689.

    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 70,163 shares
    Change vs previous 13F +11,632 shares

    0.34% of the 13F portfolio, value $1,332,391.

    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 58,531 shares
    Change vs previous 13F +13,335 shares

    0.33% of the 13F portfolio, value $1,094,528.

    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 45,196 shares
    Change vs previous 13F +12,261 shares

    0.27% of the 13F portfolio, value $845,168.

    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 32,935 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $628,061.

    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).