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Beacon Financial Advisory LLC → GOOGN

Beacon Financial Advisory LLC GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
15
Latest value
$615K
Q3 2026
Peak value
$4.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$870K
Q3 2025$2.9M
Q3 2025$286K
Q4 2025$1.1M
Q4 2025$3.9M
Q4 2025$301K
Q1 2026$1.1M
Q1 2026$3.8M
Q1 2026$572K
Q2 2026$1.3M
Q2 2026$4.8M
Q2 2026$585K
Q3 2026$1.3M
Q3 2026$4.7M
Q3 2026$615K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$615K10.2K——
Q3 2026$4.7M13.8K——
Q3 2026$1.3M3.8K——
Q2 2026$585K9.8K——
Q2 2026$4.8M13.4K——
Q2 2026$1.3M3.6K——
Q1 2026$572K8.1K——
Q1 2026$3.8M13.3K——
Q1 2026$1.1M3.8K——
Q4 2025$301K4.6K——
Q4 2025$3.9M12.6K——
Q4 2025$1.1M3.5K——
Q3 2025$286K4.1K——
Q3 2025$2.9M12.1K——
Q3 2025$870K3.6K——

Other funds holding GOOGN

Other Beacon Financial Advisory LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22.1M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18.2M