Beacon Financial Advisory LLC: IAGG position timeline

Beacon Financial Advisory LLC held 21,340 IAGG 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 21,340 shares

   Change vs previous 13F -3,911 shares

   0.21% of the 13F portfolio, value $1,079,804.

   13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 25,251 shares

   Change vs previous 13F +3,512 shares

   0.29% of the 13F portfolio, value $1,263,560.

   13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 21,739 shares

   Change vs previous 13F +2,965 shares

   0.25% of the 13F portfolio, value $1,087,167.

   13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,774 shares

   Change vs previous 13F +6,589 shares

   0.22% of the 13F portfolio, value $961,792.

   13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 12,185 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $622,532.

   13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).