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CIK 0001800502 • 7 13F filings • Apr 24, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("beacon-financial-advisory-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000185 |
| $431.7M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001800502-26-000001 | $508.0M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000914 | $386.7M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000505 | $442.9M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000506 | $330.0M | View |