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Beacon Harbor Wealth Advisors, Inc.: JAAA position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 220,208 JAAA 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 220,208 shares
    Change vs previous 13F +30,926 shares

    2.17% of the 13F portfolio, value $11,120,510.

    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 189,282 shares
    Change vs previous 13F +8,416 shares

    2% of the 13F portfolio, value $9,534,141.

    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 180,866 shares
    Change vs previous 13F +12,817 shares

    2.03% of the 13F portfolio, value $9,148,183.

    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 168,049 shares
    Change vs previous 13F +9,624 shares

    1.99% of the 13F portfolio, value $8,533,509.

    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 158,425 shares
    Change vs previous 13F -18,561 shares

    2.01% of the 13F portfolio, value $8,040,050.

    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 176,986 shares
    Change vs previous 13F +13,936 shares

    2.09% of the 13F portfolio, value $8,974,941.

    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 163,050 shares
    Change vs previous 13F +10,775 shares

    1.92% of the 13F portfolio, value $8,268,272.

    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 152,275 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,748,000.

    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).