Number of Shares
13,087
Previous 10,261 27.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
N/A
2,826 Added 27.54%
13,087 $0
Q1 2025

Apr 24, 2025

BUY
N/A
2,162 Added 26.69%
10,261 $0
Q4 2024

Jan 27, 2025

BUY
N/A
2,180 Added 36.83%
8,099 $0
Q3 2024

Oct 30, 2024

BUY
N/A
1,889 Added 46.87%
5,919 $0
Q2 2024

Jul 26, 2024

BUY
N/A
4,030 New
4,030 $0
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory 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 Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.