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Disclosery

Beacon Financial Advisory LLC: USVM position timeline

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

Beacon Financial Advisory LLC held 17,006 USVM 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 17,006 shares
    Change vs previous 13F +1,520 shares

    0.37% of the 13F portfolio, value $1,867,769.

    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 15,486 shares
    Change vs previous 13F -12,974 shares

    0.33% of the 13F portfolio, value $1,466,199.

    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 28,460 shares
    Change vs previous 13F +26 shares

    0.6% of the 13F portfolio, value $2,598,550.

    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 28,434 shares
    Change vs previous 13F -17,901 shares

    0.59% of the 13F portfolio, value $2,560,985.

    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 46,335 shares
    Change vs previous 13F -1,178 shares

    1.01% of the 13F portfolio, value $3,887,972.

    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 47,513 shares
    Change vs previous 13F +9,618 shares

    1.13% of the 13F portfolio, value $3,741,168.

    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 37,895 shares
    Change vs previous 13F +11,018 shares

    1.04% of the 13F portfolio, value $3,191,294.

    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 26,877 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,286,721.

    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).