Skip to content
Disclosery

Beacon Financial Advisory LLC: VGT position timeline

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

Beacon Financial Advisory LLC held 19,763 VGT 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 19,763 shares
    Change vs previous 13F +17,336 shares

    0.46% of the 13F portfolio, value $2,362,080.

    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 2,427 shares
    Change vs previous 13F +83 shares

    0.38% of the 13F portfolio, value $1,693,575.

    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 2,344 shares
    Change vs previous 13F +8 shares

    0.41% of the 13F portfolio, value $1,767,155.

    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 2,336 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $1,744,415.

    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 2,335 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $1,548,927.

    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 2,331 shares
    Change vs previous 13F +204 shares

    0.38% of the 13F portfolio, value $1,264,324.

    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 2,127 shares
    Change vs previous 13F -26 shares

    0.43% of the 13F portfolio, value $1,322,333.

    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 2,153 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,262,618.

    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).