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Disclosery

Beacon Financial Advisory LLC: FVD position timeline

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

Beacon Financial Advisory LLC held 201,229 FVD 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 201,229 shares
    Change vs previous 13F -23,123 shares

    1.91% of the 13F portfolio, value $9,695,191.

    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 224,352 shares
    Change vs previous 13F -3,562 shares

    2.38% of the 13F portfolio, value $10,551,268.

    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 227,914 shares
    Change vs previous 13F -17,196 shares

    2.43% of the 13F portfolio, value $10,502,289.

    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 245,110 shares
    Change vs previous 13F +3,997 shares

    2.63% of the 13F portfolio, value $11,333,867.

    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 241,113 shares
    Change vs previous 13F +5 shares

    2.79% of the 13F portfolio, value $10,777,770.

    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 241,108 shares
    Change vs previous 13F -7,215 shares

    3.26% of the 13F portfolio, value $10,751,007.

    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 248,323 shares
    Change vs previous 13F -76 shares

    3.52% of the 13F portfolio, value $10,836,830.

    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 248,399 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $11,299,664.

    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).