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Beacon Financial Advisory LLC: QUAL position timeline

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

Beacon Financial Advisory LLC held 16,561 QUAL 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 16,561 shares
    Change vs previous 13F -2,621 shares

    0.72% of the 13F portfolio, value $3,634,063.

    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 19,182 shares
    Change vs previous 13F +5 shares

    0.83% of the 13F portfolio, value $3,679,223.

    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 19,177 shares
    Change vs previous 13F -3,025 shares

    0.88% of the 13F portfolio, value $3,809,023.

    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 22,202 shares
    Change vs previous 13F +13 shares

    1% of the 13F portfolio, value $4,318,338.

    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 22,189 shares
    Change vs previous 13F +969 shares

    1.05% of the 13F portfolio, value $4,056,565.

    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 21,220 shares
    Change vs previous 13F +755 shares

    1.1% of the 13F portfolio, value $3,626,231.

    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 20,465 shares
    Change vs previous 13F +1,256 shares

    1.19% of the 13F portfolio, value $3,644,485.

    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 19,209 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,444,253.

    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).