Beacon Financial Advisory LLC
CIK
0001800502
City
Cleveland
State / Country
OH
Holdings in XFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $434,136 | 18,089 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $494,808 | 18,672 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $502,652 | 17,793 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $512,633 | 17,348 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $532,395 | 16,036 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $452,166 | 13,260 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $461,598 | 13,095 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $430,185 | 12,135 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $447,178 | 12,526 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $392,883 | 11,306 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $369,103 | 11,051 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $342,516 | 10,662 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $319,855 | 10,122 | Shares | Sole | 2023-01-20 |