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Disclosery

Beacon Financial Advisory LLC: MSFT position timeline

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

Beacon Financial Advisory LLC held 15,344 MSFT 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 15,344 shares
    Change vs previous 13F +643 shares

    1.13% of the 13F portfolio, value $5,723,652.

    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 14,701 shares
    Change vs previous 13F +490 shares

    1.23% of the 13F portfolio, value $5,441,868.

    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 14,211 shares
    Change vs previous 13F -744 shares

    1.59% of the 13F portfolio, value $6,872,724.

    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 14,955 shares
    Change vs previous 13F +1,154 shares

    1.79% of the 13F portfolio, value $7,745,705.

    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 13,801 shares
    Change vs previous 13F +2,573 shares

    1.78% of the 13F portfolio, value $6,864,665.

    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 11,228 shares
    Change vs previous 13F +1,359 shares

    1.28% of the 13F portfolio, value $4,214,938.

    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 9,869 shares
    Change vs previous 13F +456 shares

    1.35% of the 13F portfolio, value $4,159,578.

    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 9,413 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,050,425.

    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).