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Beacon Harbor Wealth Advisors, Inc.: IEMG position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 320,008 IEMG 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 320,008 shares
    Change vs previous 13F +141,088 shares

    4.84% of the 13F portfolio, value $24,835,819.

    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 178,920 shares
    Change vs previous 13F -184,618 shares

    2.62% of the 13F portfolio, value $12,479,668.

    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 363,538 shares
    Change vs previous 13F +183,965 shares

    5.42% of the 13F portfolio, value $24,437,022.

    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 179,573 shares
    Change vs previous 13F +245 shares

    2.77% of the 13F portfolio, value $11,837,450.

    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 179,328 shares
    Change vs previous 13F -19,834 shares

    2.69% of the 13F portfolio, value $10,765,058.

    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 199,162 shares
    Change vs previous 13F +3,110 shares

    2.5% of the 13F portfolio, value $10,748,781.

    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 196,052 shares
    Change vs previous 13F +10,848 shares

    2.38% of the 13F portfolio, value $10,237,843.

    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 185,204 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $10,633,000.

    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).