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BEACON INVESTMENT ADVISORS LLC: HAE position timeline

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

BEACON INVESTMENT ADVISORS LLC held 37,115 HAE 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 37,115 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $2,783,648.

    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 37,115 shares
    Change vs previous 13F +5,253 shares

    0.79% of the 13F portfolio, value $2,091,819.

    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 31,862 shares
    Change vs previous 13F +138 shares

    1.02% of the 13F portfolio, value $2,553,804.

    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 31,724 shares
    Change vs previous 13F +954 shares

    0.63% of the 13F portfolio, value $1,546,246.

    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 30,770 shares
    Change vs previous 13F +50 shares

    0.98% of the 13F portfolio, value $2,270,868.

    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 30,720 shares
    Change vs previous 13F +18,086 shares

    0.92% of the 13F portfolio, value $1,952,292.

    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 12,634 shares
    Change vs previous 13F +87 shares

    0.46% of the 13F portfolio, value $986,521.

    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 12,547 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,008,528.

    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).