Beacon Financial Advisory LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on PG, newest first. How the timeline and the estimate are built.
Beacon Financial Advisory LLC held 9,532 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 9,532 sharesChange vs previous 13F +286 shares
0.28% of the 13F portfolio, value $1,397,760.
13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,246 sharesChange vs previous 13F +148 shares
0.3% of the 13F portfolio, value $1,335,562.
13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,098 sharesChange vs previous 13F -396 shares
0.3% of the 13F portfolio, value $1,303,856.
13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,494 sharesChange vs previous 13F +6,081 shares
0.34% of the 13F portfolio, value $1,458,707.
13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,413 sharesChange vs previous 13F +312 shares
0.14% of the 13F portfolio, value $543,812.
13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,101 sharesChange vs previous 13F +242 shares
0.16% of the 13F portfolio, value $528,461.
13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,859 sharesChange vs previous 13F +211 shares
0.16% of the 13F portfolio, value $479,248.
13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,648 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $458,717.
13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).