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Beacon Financial Advisory LLC: MMM position timeline

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

Beacon Financial Advisory LLC held 0 MMM shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,340 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 7,340 shares
    Change vs previous 13F -341 shares

    0.31% of the 13F portfolio, value $947,480.

    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).

  3. period ended2024-09-30
    13F 7,681 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,049,977.

    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).