Beacon Financial Advisory LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on JPST, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 168,730 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 168,730 sharesChange vs previous 13F +20,732 shares
1.68% of the 13F portfolio, value $8,532,693.
13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 147,998 sharesChange vs previous 13F +23,795 shares
1.69% of the 13F portfolio, value $7,490,156.
13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 124,203 sharesChange vs previous 13F +11,954 shares
1.46% of the 13F portfolio, value $6,283,427.
13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 112,249 sharesChange vs previous 13F +12,895 shares
1.32% of the 13F portfolio, value $5,694,409.
13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,354 sharesChange vs previous 13F +24,721 shares
1.3% of the 13F portfolio, value $5,035,255.
13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 74,633 sharesChange vs previous 13F +38,923 shares
1.14% of the 13F portfolio, value $3,778,687.
13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,710 sharesChange vs previous 13F +2,657 shares
0.59% of the 13F portfolio, value $1,798,693.
13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,053 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $1,677,124.
13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).