Skip to content
Disclosery

Beacon Financial Advisory LLC: OUSM position timeline

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

Beacon Financial Advisory LLC held 21,162 OUSM 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 21,162 shares
    Change vs previous 13F -63 shares

    0.2% of the 13F portfolio, value $1,005,630.

    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 21,225 shares
    Change vs previous 13F +492 shares

    0.21% of the 13F portfolio, value $928,375.

    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 20,733 shares
    Change vs previous 13F -2,265 shares

    0.21% of the 13F portfolio, value $906,844.

    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 22,998 shares
    Change vs previous 13F -9,246 shares

    0.24% of the 13F portfolio, value $1,030,313.

    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 32,244 shares
    Change vs previous 13F +8,411 shares

    0.36% of the 13F portfolio, value $1,393,260.

    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 23,833 shares
    Change vs previous 13F +12,793 shares

    0.3% of the 13F portfolio, value $1,001,442.

    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 11,040 shares
    Change vs previous 13F +4,292 shares

    0.16% of the 13F portfolio, value $482,684.

    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 6,748 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $304,118.

    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).