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Disclosery

Beacon Financial Advisory LLC: JHPI position timeline

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

Beacon Financial Advisory LLC held 38,712 JHPI 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 38,712 shares
    Change vs previous 13F +556 shares

    0.17% of the 13F portfolio, value $878,740.

    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 38,156 shares
    Change vs previous 13F +323 shares

    0.19% of the 13F portfolio, value $861,563.

    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 37,833 shares
    Change vs previous 13F +741 shares

    0.2% of the 13F portfolio, value $863,997.

    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 37,092 shares
    Change vs previous 13F +446 shares

    0.2% of the 13F portfolio, value $859,428.

    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 36,646 shares
    Change vs previous 13F +525 shares

    0.21% of the 13F portfolio, value $826,192.

    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 36,121 shares
    Change vs previous 13F +358 shares

    0.25% of the 13F portfolio, value $809,474.

    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 35,763 shares
    Change vs previous 13F +919 shares

    0.26% of the 13F portfolio, value $805,574.

    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 34,844 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $809,768.

    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).