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Beacon Financial Advisory LLC: NVDA position timeline

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

Beacon Financial Advisory LLC held 33,755 NVDA 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 33,755 shares
    Change vs previous 13F +1,458 shares

    1.33% of the 13F portfolio, value $6,753,960.

    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 32,297 shares
    Change vs previous 13F +1,092 shares

    1.27% of the 13F portfolio, value $5,632,511.

    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 31,205 shares
    Change vs previous 13F -3,031 shares

    1.35% of the 13F portfolio, value $5,819,641.

    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 34,236 shares
    Change vs previous 13F -988 shares

    1.48% of the 13F portfolio, value $6,387,712.

    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 35,224 shares
    Change vs previous 13F +5,767 shares

    1.44% of the 13F portfolio, value $5,565,009.

    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 29,457 shares
    Change vs previous 13F -3,119 shares

    0.97% of the 13F portfolio, value $3,192,603.

    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 32,576 shares
    Change vs previous 13F +996 shares

    1.42% of the 13F portfolio, value $4,374,697.

    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 31,580 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,835,088.

    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).