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Disclosery

Beacon Financial Advisory LLC: JAAA position timeline

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

Beacon Financial Advisory LLC held 51,188 JAAA 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 51,188 shares
    Change vs previous 13F -2,543 shares

    0.51% of the 13F portfolio, value $2,584,493.

    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 53,731 shares
    Change vs previous 13F -4,666 shares

    0.61% of the 13F portfolio, value $2,706,448.

    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 58,397 shares
    Change vs previous 13F +427 shares

    0.68% of the 13F portfolio, value $2,953,728.

    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 57,970 shares
    Change vs previous 13F -2,302 shares

    0.68% of the 13F portfolio, value $2,943,696.

    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 60,272 shares
    Change vs previous 13F +5,873 shares

    0.79% of the 13F portfolio, value $3,058,817.

    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 54,399 shares
    Change vs previous 13F +19,423 shares

    0.84% of the 13F portfolio, value $2,758,568.

    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 34,976 shares
    Change vs previous 13F +19,293 shares

    0.58% of the 13F portfolio, value $1,773,628.

    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 15,683 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $797,948.

    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).