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Disclosery

Beacon Financial Advisory LLC: FTSM position timeline

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

Beacon Financial Advisory LLC held 34,023 FTSM 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 34,023 shares
    Change vs previous 13F -68 shares

    0.4% of the 13F portfolio, value $2,032,223.

    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 34,091 shares
    Change vs previous 13F -839 shares

    0.46% of the 13F portfolio, value $2,037,949.

    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 34,930 shares
    Change vs previous 13F -2,031 shares

    0.48% of the 13F portfolio, value $2,093,368.

    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 36,961 shares
    Change vs previous 13F -329 shares

    0.51% of the 13F portfolio, value $2,214,315.

    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 37,290 shares
    Change vs previous 13F +435 shares

    0.58% of the 13F portfolio, value $2,232,572.

    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 36,855 shares
    Change vs previous 13F +276 shares

    0.67% of the 13F portfolio, value $2,205,386.

    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 36,579 shares
    Change vs previous 13F +805 shares

    0.71% of the 13F portfolio, value $2,186,319.

    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 35,774 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,141,819.

    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).