Skip to content
Disclosery

Beacon Financial Advisory LLC: VYMI position timeline

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

Beacon Financial Advisory LLC held 6,172 VYMI 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 6,172 shares
    Change vs previous 13F +274 shares

    0.12% of the 13F portfolio, value $606,113.

    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 5,898 shares
    Change vs previous 13F +73 shares

    0.13% of the 13F portfolio, value $555,845.

    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 5,825 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $524,242.

    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 5,822 shares
    Change vs previous 13F +151 shares

    0.11% of the 13F portfolio, value $493,023.

    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 5,671 shares
    Change vs previous 13F +1,601 shares

    0.12% of the 13F portfolio, value $454,318.

    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 4,070 shares
    Change vs previous 13F +795 shares

    0.09% of the 13F portfolio, value $299,904.

    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 3,275 shares
    Change vs previous 13F -328 shares

    0.07% of the 13F portfolio, value $222,275.

    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 3,603 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $264,562.

    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).