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Beacon Harbor Wealth Advisors, Inc.: DFCF position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 390,392 DFCF 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 390,392 shares
    Change vs previous 13F +186,118 shares

    3.16% of the 13F portfolio, value $16,201,268.

    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 204,274 shares
    Change vs previous 13F +9,004 shares

    1.81% of the 13F portfolio, value $8,624,448.

    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 195,270 shares
    Change vs previous 13F +12,930 shares

    1.84% of the 13F portfolio, value $8,310,691.

    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 182,340 shares
    Change vs previous 13F +10,565 shares

    1.82% of the 13F portfolio, value $7,796,858.

    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 171,775 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $7,259,212.

    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).