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BEACON INVESTMENT ADVISORS LLC: BKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON INVESTMENT ADVISORS LLC on BKE, newest first. How the timeline and the estimate are built.

BEACON INVESTMENT ADVISORS LLC held 39,175 BKE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,175 shares
    Change vs previous 13F +1,928 shares

    0.52% of the 13F portfolio, value $1,653,218.

    13F-HR 0001172661-26-003353 filed by BEACON INVESTMENT ADVISORS LLC
    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 37,247 shares
    Change vs previous 13F +1,522 shares

    0.71% of the 13F portfolio, value $1,875,753.

    13F-HR 0001172661-26-001953 filed by BEACON INVESTMENT ADVISORS LLC
    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 35,725 shares
    Change vs previous 13F +449 shares

    0.77% of the 13F portfolio, value $1,908,449.

    13F-HR 0001172661-26-000820 filed by BEACON INVESTMENT ADVISORS LLC
    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 35,276 shares
    Change vs previous 13F +220 shares

    0.85% of the 13F portfolio, value $2,069,330.

    13F-HR 0001172661-25-004994 filed by BEACON INVESTMENT ADVISORS LLC
    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 35,056 shares
    Change vs previous 13F +376 shares

    0.69% of the 13F portfolio, value $1,597,526.

    13F-HR 0001172661-25-003398 filed by BEACON INVESTMENT ADVISORS LLC
    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 34,680 shares
    Change vs previous 13F +1,388 shares

    0.63% of the 13F portfolio, value $1,328,944.

    13F-HR 0001172661-25-001990 filed by BEACON INVESTMENT ADVISORS LLC
    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 33,292 shares
    Change vs previous 13F +203 shares

    0.79% of the 13F portfolio, value $1,691,588.

    13F-HR 0001172661-25-000870 filed by BEACON INVESTMENT ADVISORS LLC
    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 33,089 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,454,953.

    13F-HR 0001172661-24-004722 filed by BEACON INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).