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BEACON INVESTMENT ADVISORS LLC: DRI position timeline

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

BEACON INVESTMENT ADVISORS LLC held 10,347 DRI 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 10,347 shares
    Change vs previous 13F +42 shares

    0.67% of the 13F portfolio, value $2,131,655.

    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 10,305 shares
    Change vs previous 13F -55 shares

    0.76% of the 13F portfolio, value $2,020,244.

    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 10,360 shares
    Change vs previous 13F -11,346 shares

    0.76% of the 13F portfolio, value $1,906,604.

    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 21,706 shares
    Change vs previous 13F +103 shares

    1.69% of the 13F portfolio, value $4,131,962.

    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 21,603 shares
    Change vs previous 13F +38 shares

    2.01% of the 13F portfolio, value $4,669,232.

    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 21,565 shares
    Change vs previous 13F +38 shares

    2.12% of the 13F portfolio, value $4,480,470.

    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 21,527 shares
    Change vs previous 13F +66 shares

    1.89% of the 13F portfolio, value $4,018,919.

    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 21,461 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,522,408.

    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).