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Disclosery

Beacon Financial Advisory LLC: PDI position timeline

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

Beacon Financial Advisory LLC held 40,298 PDI 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 40,298 shares
    Change vs previous 13F +269 shares

    0.13% of the 13F portfolio, value $672,972.

    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 40,029 shares
    Change vs previous 13F +2,044 shares

    0.15% of the 13F portfolio, value $684,903.

    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 37,985 shares
    Change vs previous 13F +2,010 shares

    0.16% of the 13F portfolio, value $672,720.

    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 35,975 shares
    Change vs previous 13F -2,302 shares

    0.17% of the 13F portfolio, value $712,300.

    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 38,277 shares
    Change vs previous 13F +753 shares

    0.19% of the 13F portfolio, value $726,123.

    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 37,524 shares
    Change vs previous 13F +3,396 shares

    0.23% of the 13F portfolio, value $742,966.

    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 34,128 shares
    Change vs previous 13F +1,599 shares

    0.2% of the 13F portfolio, value $625,906.

    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 32,529 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $659,357.

    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).