Skip to content
Disclosery

Beacon Harbor Wealth Advisors, Inc.: FLEX position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 89,032 FLEX 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 89,032 shares
    Change vs previous 13F -13,567 shares

    1.97% of the 13F portfolio, value $10,127,390.

    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 102,599 shares
    Change vs previous 13F +2,909 shares

    1.41% of the 13F portfolio, value $6,716,131.

    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 99,690 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,023,270.

    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).