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Disclosery

Beacon Financial Advisory LLC: USMF position timeline

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

Beacon Financial Advisory LLC held 13,798 USMF 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 13,798 shares
    Change vs previous 13F -329 shares

    0.15% of the 13F portfolio, value $748,428.

    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 14,127 shares
    Change vs previous 13F -1,080 shares

    0.16% of the 13F portfolio, value $697,583.

    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 15,207 shares
    Change vs previous 13F -1,888 shares

    0.18% of the 13F portfolio, value $779,533.

    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 17,095 shares
    Change vs previous 13F -1,108 shares

    0.21% of the 13F portfolio, value $893,556.

    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 18,203 shares
    Change vs previous 13F -2,980 shares

    0.24% of the 13F portfolio, value $933,006.

    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 21,183 shares
    Change vs previous 13F +8,746 shares

    0.32% of the 13F portfolio, value $1,051,125.

    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 12,437 shares
    Change vs previous 13F +2,923 shares

    0.2% of the 13F portfolio, value $617,884.

    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 9,514 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $464,994.

    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).