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Disclosery

Beacon Financial Advisory LLC: VTWO position timeline

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

Beacon Financial Advisory LLC held 2,717 VTWO 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 2,717 shares
    Change vs previous 13F -420 shares

    0.06% of the 13F portfolio, value $329,898.

    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 3,137 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $314,233.

    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 3,251 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $323,540.

    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 3,326 shares
    Change vs previous 13F +45 shares

    0.08% of the 13F portfolio, value $325,316.

    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 3,281 shares
    Change vs previous 13F -79 shares

    0.07% of the 13F portfolio, value $286,130.

    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 3,360 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $271,022.

    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).