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Beacon Financial Advisory LLC: RSP position timeline

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

Beacon Financial Advisory LLC held 11,190 RSP 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 11,190 shares
    Change vs previous 13F +68 shares

    0.47% of the 13F portfolio, value $2,380,839.

    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 11,122 shares
    Change vs previous 13F +1,516 shares

    0.48% of the 13F portfolio, value $2,134,542.

    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 9,606 shares
    Change vs previous 13F -968 shares

    0.43% of the 13F portfolio, value $1,840,079.

    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 10,574 shares
    Change vs previous 13F +938 shares

    0.46% of the 13F portfolio, value $2,005,869.

    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 9,636 shares
    Change vs previous 13F +930 shares

    0.45% of the 13F portfolio, value $1,751,200.

    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 8,706 shares
    Change vs previous 13F +1,597 shares

    0.46% of the 13F portfolio, value $1,508,223.

    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 7,109 shares
    Change vs previous 13F +652 shares

    0.41% of the 13F portfolio, value $1,245,769.

    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 6,457 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,156,907.

    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).