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Disclosery

Beacon Financial Advisory LLC: SFLR position timeline

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

Beacon Financial Advisory LLC held 86,184 SFLR 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 86,184 shares
    Change vs previous 13F +6,950 shares

    0.65% of the 13F portfolio, value $3,324,978.

    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 79,234 shares
    Change vs previous 13F +5,641 shares

    0.63% of the 13F portfolio, value $2,805,658.

    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 73,593 shares
    Change vs previous 13F +5,306 shares

    0.63% of the 13F portfolio, value $2,712,629.

    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 68,287 shares
    Change vs previous 13F +3,740 shares

    0.57% of the 13F portfolio, value $2,460,387.

    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 64,547 shares
    Change vs previous 13F +8,550 shares

    0.56% of the 13F portfolio, value $2,166,851.

    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 55,997 shares
    Change vs previous 13F +16,505 shares

    0.53% of the 13F portfolio, value $1,757,746.

    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 39,492 shares
    Change vs previous 13F +7,450 shares

    0.42% of the 13F portfolio, value $1,289,419.

    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 32,042 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,019,263.

    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).