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Beacon Harbor Wealth Advisors, Inc.: CRS position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 0 CRS shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -25,072 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 25,072 shares
    Change vs previous 13F -285 shares

    1.44% of the 13F portfolio, value $6,156,179.

    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).

  3. period ended2025-06-30
    13F 25,357 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $7,008,168.

    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).