BEACON INVESTMENT ADVISORS LLC

Position in BSET — Bassett Furniture Industries Inc

CIK 1961635 Gaithersburg, MD

Position in BSET

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$715,037

+$147,382 QoQ

Shares Held

40,352

+0.6% QoQ

Ownership

0.466%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#21

of 73 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $715,037 across 1 Furnishings, Fixtures & Appliances name. BSET ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BSET	Bassett Furniture Industries Inc This page	40,352	$715,037

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,037	40,352	+0.6%	Shares	Sole	2026-08-13
2026-03-31	$567,655	40,117	-4.9%	Shares	Sole	2026-05-14
2025-12-31	$707,238	42,198	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$664,668	42,498	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$646,425	42,528	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$648,887	42,550	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$588,577	42,558	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$623,979	43,182	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$616,642	43,395	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$637,085	43,163	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$713,650	42,991	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$627,137	42,808	+0.4%	Shares	Sole	2023-11-07
2023-06-30	$641,125	42,628	-0.2%	Shares	Sole	2023-08-03
2023-03-31	$760,255	42,711	+1.1%	Shares	Sole	2023-05-12
2022-12-31	$734,148	42,241	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.