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Disclosery

Beacon Financial Advisory LLC: RVT position timeline

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

Beacon Financial Advisory LLC held 18,219 RVT 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 18,219 shares
    Change vs previous 13F -803 shares

    0.07% of the 13F portfolio, value $336,512.

    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 19,022 shares
    Change vs previous 13F +898 shares

    0.07% of the 13F portfolio, value $315,762.

    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 18,124 shares
    Change vs previous 13F +754 shares

    0.07% of the 13F portfolio, value $291,789.

    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 17,370 shares
    Change vs previous 13F +1,275 shares

    0.06% of the 13F portfolio, value $280,173.

    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 16,095 shares
    Change vs previous 13F +470 shares

    0.06% of the 13F portfolio, value $242,224.

    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 15,625 shares
    Change vs previous 13F -772 shares

    0.07% of the 13F portfolio, value $222,494.

    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 16,397 shares
    Change vs previous 13F +3,069 shares

    0.08% of the 13F portfolio, value $259,080.

    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 13,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $209,244.

    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).