Beacon Financial Advisory LLC: VRT position timeline

Beacon Financial Advisory LLC held 2,682 VRT 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 2,682 shares

   Change vs previous 13F +97 shares

   0.18% of the 13F portfolio, value $898,104.

   13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,585 shares

   Change vs previous 13F +189 shares

   0.15% of the 13F portfolio, value $647,824.

   13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,396 shares

   Change vs previous 13F +226 shares

   0.09% of the 13F portfolio, value $388,214.

   13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,170 shares

   Change vs previous 13F +115 shares

   0.08% of the 13F portfolio, value $327,386.

   13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,055 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $263,890.

   13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).