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Disclosery

Beacon Financial Advisory LLC: VTV position timeline

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

Beacon Financial Advisory LLC held 21,681 VTV 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 21,681 shares
    Change vs previous 13F +1,192 shares

    0.93% of the 13F portfolio, value $4,724,961.

    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 20,489 shares
    Change vs previous 13F -215 shares

    0.91% of the 13F portfolio, value $4,019,975.

    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 20,704 shares
    Change vs previous 13F +500 shares

    0.92% of the 13F portfolio, value $3,954,326.

    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 20,204 shares
    Change vs previous 13F +1,049 shares

    0.87% of the 13F portfolio, value $3,767,805.

    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 19,155 shares
    Change vs previous 13F +1,309 shares

    0.88% of the 13F portfolio, value $3,385,476.

    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 17,846 shares
    Change vs previous 13F +2,349 shares

    0.93% of the 13F portfolio, value $3,082,739.

    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 15,497 shares
    Change vs previous 13F +727 shares

    0.85% of the 13F portfolio, value $2,623,623.

    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 14,770 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,578,449.

    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).