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Disclosery

Beacon Financial Advisory LLC: IVV position timeline

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

Beacon Financial Advisory LLC held 4,373 IVV 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 4,373 shares
    Change vs previous 13F -85 shares

    0.64% of the 13F portfolio, value $3,275,198.

    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 4,458 shares
    Change vs previous 13F -160 shares

    0.66% of the 13F portfolio, value $2,911,999.

    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 4,618 shares
    Change vs previous 13F -158 shares

    0.73% of the 13F portfolio, value $3,163,186.

    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 4,776 shares
    Change vs previous 13F -6 shares

    0.74% of the 13F portfolio, value $3,196,807.

    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 4,782 shares
    Change vs previous 13F -579 shares

    0.77% of the 13F portfolio, value $2,969,109.

    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 5,361 shares
    Change vs previous 13F +1,054 shares

    0.91% of the 13F portfolio, value $3,012,441.

    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 4,307 shares
    Change vs previous 13F -1,381 shares

    0.82% of the 13F portfolio, value $2,535,436.

    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 5,688 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,281,173.

    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).