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Disclosery

Beacon Financial Advisory LLC: XOCT position timeline

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

Beacon Financial Advisory LLC held 9,730 XOCT 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 9,730 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $384,353.

    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 9,730 shares
    Change vs previous 13F -830 shares

    0.08% of the 13F portfolio, value $362,618.

    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 10,560 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $398,572.

    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).