BEACON INVESTMENT ADVISORS LLC
Holdings in HTLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $289,303 | 32,038 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $268,721 | 32,067 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $284,083 | 32,880 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $303,503 | 32,918 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $369,912 | 32,969 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $410,188 | 33,403 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $411,612 | 33,383 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $408,300 | 34,196 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $498,287 | 34,943 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $512,769 | 34,906 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $601,820 | 36,674 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $586,301 | 36,828 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $560,845 | 36,561 | Shares | Sole | 2023-02-09 |