Number of Shares
121,000
Previous 106,000 14.15%
Holding current value
$120 Million
Previous $106 Million 13.49%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
15,000 Added 14.15%
121,000 $120 Million
Q1 2024

May 13, 2024

BUY
N/A
8,000 Added 8.16%
106,000 $106 Million
Q4 2023

Feb 13, 2024

BUY
N/A
35,000 Added 55.56%
98,000 $96 Million
Q3 2023

Nov 07, 2023

BUY
N/A
9,000 Added 16.67%
63,000 $61.7 Million
Q1 2023

May 12, 2023

BUY
N/A
5,000 Added 10.2%
54,000 $50.8 Million
Q4 2022

Feb 09, 2023

BUY
N/A
49,000 New
49,000 $44.3 Million
Track This Portfolio

Track Beacon Investment Advisors LLC Portfolio

Follow Beacon Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisors LLC with notifications on news.