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CIK 0001654599 • 8 13F filings • May 6, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("beacon-investment-advisory-services-inc","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 |
| 0001172661-25-004301 |
| $2.38B |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001654599-26-000004 | $2.69B | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002601 | $2.27B | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001654599-26-000003 | $2.44B | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001578 | $2.14B | View |