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Disclosery

Beacon Financial Advisory LLC: XTEN position timeline

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

Beacon Financial Advisory LLC held 21,258 XTEN 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 21,258 shares
    Change vs previous 13F -4,993 shares

    0.19% of the 13F portfolio, value $968,940.

    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 26,251 shares
    Change vs previous 13F +4,182 shares

    0.27% of the 13F portfolio, value $1,203,871.

    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 22,069 shares
    Change vs previous 13F +855 shares

    0.24% of the 13F portfolio, value $1,020,029.

    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 21,214 shares
    Change vs previous 13F +1,258 shares

    0.23% of the 13F portfolio, value $989,209.

    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 19,956 shares
    Change vs previous 13F +11,542 shares

    0.24% of the 13F portfolio, value $921,169.

    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 8,414 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $391,840.

    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).