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Beacon Harbor Wealth Advisors, Inc.: DFIV position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 92,617 DFIV 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 92,617 shares
    Change vs previous 13F +3,186 shares

    1.03% of the 13F portfolio, value $5,304,168.

    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 89,431 shares
    Change vs previous 13F -31 shares

    0.99% of the 13F portfolio, value $4,720,162.

    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 89,462 shares
    Change vs previous 13F +1,769 shares

    0.99% of the 13F portfolio, value $4,464,172.

    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 87,693 shares
    Change vs previous 13F +111 shares

    0.94% of the 13F portfolio, value $4,044,418.

    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 87,582 shares
    Change vs previous 13F -9,648 shares

    0.94% of the 13F portfolio, value $3,751,153.

    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 97,230 shares
    Change vs previous 13F -357 shares

    0.89% of the 13F portfolio, value $3,826,988.

    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 97,587 shares
    Change vs previous 13F +5,846 shares

    0.81% of the 13F portfolio, value $3,462,400.

    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).

  8. period ended2024-09-30
    13F 91,741 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,494,000.

    13F-HR 0001784093-24-000011 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).