Beacon Financial Advisory LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Cleveland, OH
CIK
0001800502
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 224 181,085 13F-HR 10/25/2023 000180050223000004 Beacon Financial Advisory LLC
Q2 2023 220 174,255 13F-HR 7/17/2023 000180050223000003 Beacon Financial Advisory LLC
Q1 2023 210 157,385 13F-HR 4/18/2023 000180050223000002 Beacon Financial Advisory LLC
Q4 2022 193 139,656 13F-HR 1/20/2023 000180050223000001 Beacon Financial Advisory LLC
Q3 2022 190 140,292 13F-HR 10/21/2022 000180050222000004 Beacon Financial Advisory LLC
Q2 2022 217 175,845 13F-HR 7/25/2022 000180050222000003 Beacon Financial Advisory LLC
Q1 2022 238 209,314 13F-HR 4/27/2022 000180050222000002 Beacon Financial Advisory LLC
Q4 2021 242 216,624 13F-HR 1/21/2022 000180050222000001 Beacon Financial Advisory LLC
Q3 2021 231 192,395 13F-HR 11/15/2021 000180050221000004 Beacon Financial Advisory LLC
Q2 2021 222 186,119 13F-HR 7/14/2021 000180050221000003 Beacon Financial Advisory LLC
Q1 2021 223 174,765 13F-HR 4/19/2021 000180050221000002 Beacon Financial Advisory LLC
Q4 2020 199 153,843 13F-HR 1/25/2021 000180050221000001 Beacon Financial Advisory LLC
Q3 2020 175 115,070 13F-HR 10/8/2020 000180050220000004 Beacon Financial Advisory LLC
Q2 2020 145 91,901 13F-HR 7/7/2020 000180050220000003 Beacon Financial Advisory LLC
Q1 2020 135 78,601 13F-HR 4/15/2020 000180050220000002 Beacon Financial Advisory LLC
Q4 2019 162 116,783 13F-HR 1/24/2020 000180050220000001 Beacon Financial Advisory LLC