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Disclosery

Beacon Financial Advisory LLC: TCAF position timeline

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

Beacon Financial Advisory LLC held 263,057 TCAF 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 263,057 shares
    Change vs previous 13F +6,638 shares

    2.13% of the 13F portfolio, value $10,811,658.

    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 256,419 shares
    Change vs previous 13F +8,236 shares

    2.06% of the 13F portfolio, value $9,125,965.

    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 248,183 shares
    Change vs previous 13F +3,826 shares

    2.2% of the 13F portfolio, value $9,485,562.

    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 244,357 shares
    Change vs previous 13F +39,054 shares

    2.13% of the 13F portfolio, value $9,212,258.

    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 205,303 shares
    Change vs previous 13F +28,526 shares

    1.87% of the 13F portfolio, value $7,243,073.

    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 176,777 shares
    Change vs previous 13F +20,510 shares

    1.73% of the 13F portfolio, value $5,706,365.

    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 156,267 shares
    Change vs previous 13F +22,973 shares

    1.69% of the 13F portfolio, value $5,199,011.

    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 133,294 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,432,026.

    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).