Beacon Harbor Wealth Advisors, Inc.
Position in DFNL — Davis Select Financial ETF
CIK 1784093
VIRGINIA BEACH, VA
Position in DFNL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,453,232
+$4,808,849 QoQ
Shares Held
292,783
-8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.21%
of 13F equity value
Holder Rank
#6
of 40 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFNL Over Time
Shares Held
Position Value (USD)
All Filings in DFNL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,453,232 | 292,783 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $9,644,383 | 318,633 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||