Skip to content
Disclosery

Beacon Harbor Wealth Advisors, Inc.: APH position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 51,781 APH 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 51,781 shares
    Change vs previous 13F -7,756 shares

    1.62% of the 13F portfolio, value $8,321,207.

    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 59,537 shares
    Change vs previous 13F -2,004 shares

    1.58% of the 13F portfolio, value $7,522,500.

    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 61,541 shares
    Change vs previous 13F -10,723 shares

    1.84% of the 13F portfolio, value $8,316,651.

    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 72,264 shares
    Change vs previous 13F -5,386 shares

    2.09% of the 13F portfolio, value $8,942,670.

    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 77,650 shares
    Change vs previous 13F -10,471 shares

    1.91% of the 13F portfolio, value $7,667,938.

    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 88,121 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $5,779,856.

    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).