Beacon Financial Advisory LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on LLY, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 699 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 699 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $838,035.
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 699 sharesChange vs previous 13F +60 shares
0.15% of the 13F portfolio, value $642,586.
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 639 sharesChange vs previous 13F +165 shares
0.16% of the 13F portfolio, value $687,237.
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 474 sharesChange vs previous 13F +39 shares
0.08% of the 13F portfolio, value $361,966.
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 435 sharesChange vs previous 13F +63 shares
0.09% of the 13F portfolio, value $339,325.
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 372 sharesChange vs previous 13F +92 shares
0.09% of the 13F portfolio, value $307,319.
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 280 sharesChange vs previous 13F +8 shares
0.07% of the 13F portfolio, value $216,093.
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 272 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $240,751.
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).