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Disclosery

Beacon Financial Advisory LLC: VYM position timeline

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

Beacon Financial Advisory LLC held 12,530 VYM 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 12,530 shares
    Change vs previous 13F -1,142 shares

    0.39% of the 13F portfolio, value $1,980,039.

    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 13,672 shares
    Change vs previous 13F -282 shares

    0.46% of the 13F portfolio, value $2,024,823.

    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 13,954 shares
    Change vs previous 13F -425 shares

    0.46% of the 13F portfolio, value $2,002,664.

    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 14,379 shares
    Change vs previous 13F -90 shares

    0.47% of the 13F portfolio, value $2,026,778.

    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 14,469 shares
    Change vs previous 13F +479 shares

    0.5% of the 13F portfolio, value $1,928,896.

    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 13,990 shares
    Change vs previous 13F +735 shares

    0.55% of the 13F portfolio, value $1,804,095.

    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 13,255 shares
    Change vs previous 13F -369 shares

    0.55% of the 13F portfolio, value $1,691,174.

    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 13,624 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,746,632.

    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).