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Beacon Financial Advisory LLC: GPIQ position timeline

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

Beacon Financial Advisory LLC held 36,579 GPIQ 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 36,579 shares
    Change vs previous 13F +4,609 shares

    0.43% of the 13F portfolio, value $2,169,500.

    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 31,970 shares
    Change vs previous 13F +2,019 shares

    0.36% of the 13F portfolio, value $1,582,195.

    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 29,951 shares
    Change vs previous 13F +10,853 shares

    0.37% of the 13F portfolio, value $1,583,509.

    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 19,098 shares
    Change vs previous 13F +6,224 shares

    0.23% of the 13F portfolio, value $1,001,881.

    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 12,874 shares
    Change vs previous 13F +6,935 shares

    0.17% of the 13F portfolio, value $641,254.

    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 5,939 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $264,879.

    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).