BEACON INVESTMENT ADVISORS LLC
Holdings in BFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,015,360 | 32,203 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,023,855 | 32,126 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,066,328 | 31,234 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,112,795 | 30,851 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,188,250 | 30,625 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,274,786 | 30,381 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,019,742 | 27,733 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,035,150 | 26,894 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $986,069 | 25,110 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $879,245 | 24,929 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $904,360 | 24,555 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $1,009,866 | 25,894 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,038,397 | 25,526 | Shares | Sole | 2023-02-09 |