Number of Shares
78,000
Previous 64,000 21.88%
Holding current value
$76.2 Million
Previous $61.7 Million 23.63%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
N/A
14,000 Added 21.88%
78,000 $76.2 Million
Q1 2023

May 12, 2023

BUY
N/A
19,000 Added 42.22%
64,000 $54.3 Million
Q4 2022

Feb 09, 2023

BUY
N/A
45,000 New
45,000 $37.2 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.