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Disclosery

Beacon Financial Advisory LLC: IWF position timeline

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

Beacon Financial Advisory LLC held 16,362 IWF 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 16,362 shares
    Change vs previous 13F +11,828 shares

    0.4% of the 13F portfolio, value $2,031,609.

    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 4,534 shares
    Change vs previous 13F +55 shares

    0.44% of the 13F portfolio, value $1,933,104.

    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 4,479 shares
    Change vs previous 13F +49 shares

    0.49% of the 13F portfolio, value $2,120,063.

    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 4,430 shares
    Change vs previous 13F +15 shares

    0.48% of the 13F portfolio, value $2,074,993.

    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 4,415 shares
    Change vs previous 13F -697 shares

    0.48% of the 13F portfolio, value $1,874,647.

    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 5,112 shares
    Change vs previous 13F +482 shares

    0.56% of the 13F portfolio, value $1,845,771.

    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 4,630 shares
    Change vs previous 13F +428 shares

    0.6% of the 13F portfolio, value $1,859,308.

    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 4,202 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,577,338.

    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).