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Disclosery

Beacon Financial Advisory LLC: SPYM position timeline

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

Beacon Financial Advisory LLC held 80,329 SPYM 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 80,329 shares
    Change vs previous 13F +21,256 shares

    1.39% of the 13F portfolio, value $7,059,276.

    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 59,073 shares
    Change vs previous 13F +6,533 shares

    1.02% of the 13F portfolio, value $4,521,434.

    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 52,540 shares
    Change vs previous 13F +971 shares

    0.98% of the 13F portfolio, value $4,214,719.

    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 51,569 shares
    Change vs previous 13F +3,052 shares

    0.94% of the 13F portfolio, value $4,039,936.

    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 48,517 shares
    Change vs previous 13F -14,008 shares

    0.91% of the 13F portfolio, value $3,526,736.

    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 62,525 shares
    Change vs previous 13F +3,590 shares

    1.25% of the 13F portfolio, value $4,111,664.

    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 58,935 shares
    Change vs previous 13F +3,555 shares

    1.32% of the 13F portfolio, value $4,063,001.

    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 55,380 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,738,688.

    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).