Skip to content
Disclosery

Beacon Financial Advisory LLC: IVW position timeline

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

Beacon Financial Advisory LLC held 21,582 IVW 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 21,582 shares
    Change vs previous 13F +728 shares

    0.58% of the 13F portfolio, value $2,968,131.

    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 20,854 shares
    Change vs previous 13F +1,408 shares

    0.53% of the 13F portfolio, value $2,358,786.

    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 19,446 shares
    Change vs previous 13F +57 shares

    0.56% of the 13F portfolio, value $2,396,941.

    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 19,389 shares
    Change vs previous 13F -266 shares

    0.54% of the 13F portfolio, value $2,340,695.

    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 19,655 shares
    Change vs previous 13F -392 shares

    0.56% of the 13F portfolio, value $2,164,054.

    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 20,047 shares
    Change vs previous 13F -390 shares

    0.56% of the 13F portfolio, value $1,860,994.

    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 20,437 shares
    Change vs previous 13F +2,605 shares

    0.67% of the 13F portfolio, value $2,074,993.

    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 17,832 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,707,411.

    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).