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Beacon Harbor Wealth Advisors, Inc.: VRT position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 29,441 VRT 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 29,441 shares
    Change vs previous 13F -156 shares

    1.39% of the 13F portfolio, value $7,112,062.

    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 29,597 shares
    Change vs previous 13F +29,597 shares

    1.55% of the 13F portfolio, value $7,416,416.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -56,494 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 56,494 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $6,418,283.

    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).