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Disclosery

Beacon Financial Advisory LLC: SDVY position timeline

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

Beacon Financial Advisory LLC held 59,391 SDVY 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 59,391 shares
    Change vs previous 13F +15,423 shares

    0.5% of the 13F portfolio, value $2,562,134.

    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 43,968 shares
    Change vs previous 13F +3,179 shares

    0.39% of the 13F portfolio, value $1,733,642.

    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 40,789 shares
    Change vs previous 13F -116 shares

    0.36% of the 13F portfolio, value $1,563,044.

    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 40,905 shares
    Change vs previous 13F -12,251 shares

    0.36% of the 13F portfolio, value $1,555,201.

    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 53,156 shares
    Change vs previous 13F +11,060 shares

    0.48% of the 13F portfolio, value $1,875,351.

    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 42,096 shares
    Change vs previous 13F +16,197 shares

    0.43% of the 13F portfolio, value $1,410,212.

    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 25,899 shares
    Change vs previous 13F +10,091 shares

    0.3% of the 13F portfolio, value $928,477.

    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 15,808 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $575,087.

    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).