Skip to content
Disclosery

Beacon Financial Advisory LLC: PSEP position timeline

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

Beacon Financial Advisory LLC held 17,836 PSEP 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 17,836 shares
    Change vs previous 13F -1,925 shares

    0.16% of the 13F portfolio, value $821,348.

    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 19,761 shares
    Change vs previous 13F -645 shares

    0.19% of the 13F portfolio, value $850,909.

    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 20,406 shares
    Change vs previous 13F -3,530 shares

    0.21% of the 13F portfolio, value $892,118.

    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 23,936 shares
    Change vs previous 13F +8,750 shares

    0.24% of the 13F portfolio, value $1,028,051.

    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 15,186 shares
    Change vs previous 13F -1,205 shares

    0.16% of the 13F portfolio, value $620,956.

    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 16,391 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $629,578.

    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 16,391 shares
    Change vs previous 13F -1,330 shares

    0.21% of the 13F portfolio, value $640,647.

    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 17,721 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $682,790.

    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).