Skip to content
Disclosery

BEACON INVESTMENT ADVISORY SERVICES, INC.: ADI position timeline

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

BEACON INVESTMENT ADVISORY SERVICES, INC. held 110,346 ADI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 110,346 shares
    Change vs previous 13F -1,099 shares

    1.65% of the 13F portfolio, value $43,775,282.

    13F-HR 0001654599-26-000005 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,445 shares
    Change vs previous 13F -17,012 shares

    1.64% of the 13F portfolio, value $44,262,522.

    13F-HR 0001654599-26-000004 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 128,457 shares
    Change vs previous 13F -8,115 shares

    1.7% of the 13F portfolio, value $40,867,239.

    13F-HR 0001654599-26-000003 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 136,572 shares
    Change vs previous 13F -6,286 shares

    1.51% of the 13F portfolio, value $37,038,261.

    13F-HR/A 0001654599-26-000002 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 142,858 shares
    Change vs previous 13F -4,749 shares

    1.48% of the 13F portfolio, value $35,100,221.

    13F-HR 0001172661-25-004301 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 147,607 shares
    Change vs previous 13F -21,180 shares

    1.55% of the 13F portfolio, value $35,133,400.

    13F-HR 0001172661-25-002601 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 168,787 shares
    Change vs previous 13F -19,961 shares

    1.59% of the 13F portfolio, value $34,039,175.

    13F-HR 0001172661-25-001578 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 188,748 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $40,101,296.

    13F-HR 0001172661-25-000266 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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