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Beacon Financial Advisory LLC: IRM position timeline

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

Beacon Financial Advisory LLC held 10,443 IRM 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 10,443 shares
    Change vs previous 13F -178 shares

    0.26% of the 13F portfolio, value $1,319,087.

    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 10,621 shares
    Change vs previous 13F +78 shares

    0.24% of the 13F portfolio, value $1,084,817.

    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 10,543 shares
    Change vs previous 13F -3,293 shares

    0.2% of the 13F portfolio, value $874,564.

    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 13,836 shares
    Change vs previous 13F -426 shares

    0.33% of the 13F portfolio, value $1,410,400.

    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 14,262 shares
    Change vs previous 13F -115 shares

    0.38% of the 13F portfolio, value $1,462,816.

    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 14,377 shares
    Change vs previous 13F -87 shares

    0.37% of the 13F portfolio, value $1,237,005.

    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 14,464 shares
    Change vs previous 13F -119 shares

    0.49% of the 13F portfolio, value $1,520,304.

    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 14,583 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,732,892.

    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).