Skip to content
Disclosery

BEACON INVESTMENT ADVISORS LLC: SHEN position timeline

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

BEACON INVESTMENT ADVISORS LLC held 31,806 SHEN 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 31,806 shares
    Change vs previous 13F -524 shares

    0.15% of the 13F portfolio, value $479,636.

    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 32,330 shares
    Change vs previous 13F -5,016 shares

    0.19% of the 13F portfolio, value $498,536.

    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 37,346 shares
    Change vs previous 13F -775 shares

    0.17% of the 13F portfolio, value $431,724.

    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 38,121 shares
    Change vs previous 13F -1,558 shares

    0.21% of the 13F portfolio, value $511,596.

    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 39,679 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $542,819.

    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 39,679 shares
    Change vs previous 13F -1,020 shares

    0.24% of the 13F portfolio, value $498,775.

    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 40,699 shares
    Change vs previous 13F -1,238 shares

    0.24% of the 13F portfolio, value $513,225.

    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 41,937 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $591,734.

    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).