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BEACON INVESTMENT ADVISORS LLC: MAR position timeline

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

BEACON INVESTMENT ADVISORS LLC held 22,856 MAR 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 22,856 shares
    Change vs previous 13F +325 shares

    2.66% of the 13F portfolio, value $8,470,226.

    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 22,531 shares
    Change vs previous 13F +41 shares

    2.78% of the 13F portfolio, value $7,369,120.

    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 22,490 shares
    Change vs previous 13F +283 shares

    2.8% of the 13F portfolio, value $6,977,558.

    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 22,207 shares
    Change vs previous 13F +178 shares

    2.37% of the 13F portfolio, value $5,783,820.

    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 22,029 shares
    Change vs previous 13F 0 shares

    2.6% of the 13F portfolio, value $6,024,411.

    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 22,029 shares
    Change vs previous 13F +68 shares

    2.48% of the 13F portfolio, value $5,247,430.

    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 21,961 shares
    Change vs previous 13F -123 shares

    2.88% of the 13F portfolio, value $6,125,818.

    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 22,084 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,490,119.

    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).