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BEACON INVESTMENT ADVISORY SERVICES, INC.: HD position timeline

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

BEACON INVESTMENT ADVISORY SERVICES, INC. held 7,312 HD 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 7,312 shares
    Change vs previous 13F -2,113 shares

    0.08% of the 13F portfolio, value $2,080,071.

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

  2. period ended2026-06-30
    13F 9,425 shares
    Change vs previous 13F -33,998 shares

    0.12% of the 13F portfolio, value $3,323,861.

    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 43,423 shares
    Change vs previous 13F -36,113 shares

    0.59% of the 13F portfolio, value $14,281,252.

    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 79,536 shares
    Change vs previous 13F -2,271 shares

    1.12% of the 13F portfolio, value $27,368,282.

    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 81,807 shares
    Change vs previous 13F +792 shares

    1.39% of the 13F portfolio, value $33,147,509.

    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 81,015 shares
    Change vs previous 13F -3,378 shares

    1.31% of the 13F portfolio, value $29,703,487.

    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 84,393 shares
    Change vs previous 13F +4,837 shares

    1.45% of the 13F portfolio, value $30,929,162.

    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 79,556 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $30,946,637.

    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).