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Beacon Harbor Wealth Advisors, Inc.: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Harbor Wealth Advisors, Inc. on AMGN, newest first. How the timeline and the estimate are built.

Beacon Harbor Wealth Advisors, Inc. held 24,965 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,965 shares
    Change vs previous 13F +642 shares

    1.87% of the 13F portfolio, value $9,615,616.

    13F-HR 0002063364-26-000285 filed by Beacon Harbor Wealth Advisors, Inc.
    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 24,323 shares
    Change vs previous 13F -293 shares

    1.79% of the 13F portfolio, value $8,558,136.

    13F-HR 0002063364-26-000136 filed by Beacon Harbor Wealth Advisors, Inc.
    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 24,616 shares
    Change vs previous 13F +44 shares

    1.79% of the 13F portfolio, value $8,057,145.

    13F-HR 0002063364-26-000016 filed by Beacon Harbor Wealth Advisors, Inc.
    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 24,572 shares
    Change vs previous 13F +154 shares

    1.62% of the 13F portfolio, value $6,934,289.

    13F-HR 0002063364-25-000272 filed by Beacon Harbor Wealth Advisors, Inc.
    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 24,418 shares
    Change vs previous 13F -2,484 shares

    1.7% of the 13F portfolio, value $6,817,820.

    13F-HR 0002063364-25-000197 filed by Beacon Harbor Wealth Advisors, Inc.
    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 26,902 shares
    Change vs previous 13F +13,354 shares

    1.95% of the 13F portfolio, value $8,381,396.

    13F-HR 0002063364-25-000085 filed by Beacon Harbor Wealth Advisors, Inc.
    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 13,548 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,531,216.

    13F-HR 0001784093-25-000003 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).