Skip to content
Disclosery

Beacon Financial Advisory LLC: SPMO position timeline

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

Beacon Financial Advisory LLC held 7,276 SPMO 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 7,276 shares
    Change vs previous 13F -355 shares

    0.23% of the 13F portfolio, value $1,175,322.

    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 7,631 shares
    Change vs previous 13F +982 shares

    0.19% of the 13F portfolio, value $855,518.

    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 6,649 shares
    Change vs previous 13F +1,445 shares

    0.18% of the 13F portfolio, value $793,356.

    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 5,204 shares
    Change vs previous 13F +34 shares

    0.15% of the 13F portfolio, value $630,006.

    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 5,170 shares
    Change vs previous 13F +621 shares

    0.15% of the 13F portfolio, value $581,524.

    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 4,549 shares
    Change vs previous 13F -3,752 shares

    0.13% of the 13F portfolio, value $420,898.

    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 8,301 shares
    Change vs previous 13F +4,103 shares

    0.26% of the 13F portfolio, value $788,683.

    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 4,198 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $380,533.

    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).