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Disclosery

Beacon Financial Advisory LLC: PFEB position timeline

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

Beacon Financial Advisory LLC held 26,538 PFEB 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 26,538 shares
    Change vs previous 13F -129 shares

    0.22% of the 13F portfolio, value $1,142,726.

    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 26,667 shares
    Change vs previous 13F +18,025 shares

    0.24% of the 13F portfolio, value $1,069,347.

    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 8,642 shares
    Change vs previous 13F -2,200 shares

    0.08% of the 13F portfolio, value $351,893.

    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 10,842 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $430,319.

    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 10,842 shares
    Change vs previous 13F +2,200 shares

    0.11% of the 13F portfolio, value $412,104.

    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 8,642 shares
    Change vs previous 13F -608 shares

    0.09% of the 13F portfolio, value $309,556.

    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 9,250 shares
    Change vs previous 13F -3,000 shares

    0.11% of the 13F portfolio, value $340,400.

    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 12,250 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $441,490.

    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).