Back to GS-PD
Beacon Financial Advisory LLC → GS-PD
Beacon Financial Advisory LLC GS-PD Position History
GS-PD
Quarters held
33
Latest value
$3.9M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $491K |
| Q3 2025 | $405K |
| Q3 2025 | $2.2M |
| Q3 2025 | $1M |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $372K |
| Q4 2025 | $878K |
| Q4 2025 | $3.1M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.2M |
| Q1 2026 | $433K |
| Q1 2026 | $996K |
| Q1 2026 | $231K |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $538K |
| Q2 2026 | $1.2M |
| Q2 2026 | $309K |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $594K |
| Q3 2026 | $625K |
| Q3 2026 | $1.3M |
| Q3 2026 | $323K |
| Q3 2026 | $6.7M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 66.9K | — | — |
| Q3 2026 | $6.7M | 120.0K | — | — |
| Q3 2026 | $323K | 3.8K | — | — |
| Q3 2026 | $1.3M | 9.2K | — | — |
| Q3 2026 | $625K | 12.4K | — | — |
| Q3 2026 | $594K | 11.6K | — | — |
| Q3 2026 | $1.6M | 34.8K | — | — |
| Q3 2026 | $1.8M | 2.0K | — | — |
| Q2 2026 | $2.2M | 36.6K | — | — |
| Q2 2026 | $3.8M | 67.5K | — | — |
| Q2 2026 | $309K | 3.4K | — | — |
| Q2 2026 | $1.2M | 8.3K | — | — |
| Q2 2026 | $538K | 10.3K | — | — |
| Q2 2026 | $1.4M | 30.6K | — | — |
| Q2 2026 | $2.1M | 2.1K | — | — |
| Q1 2026 | $1.6M | 32.0K | — | — |
| Q1 2026 | $2.9M | 57.7K | — | — |
| Q1 2026 | $231K | 3.1K | — | — |
| Q1 2026 | $996K | 8.0K | — | — |
| Q1 2026 | $433K | 10.0K | — | — |
| Q1 2026 | $1.2M | 28.0K | — | — |
| Q1 2026 | $1.8M | 2.1K | — | — |
| Q4 2025 | $1.6M | 30.0K | — | — |
| Q4 2025 | $3.1M | 58.5K | — | — |
| Q4 2025 | $878K | 6.6K | — | — |
| Q4 2025 | $372K | 8.9K | — | — |
| Q4 2025 | $1.1M | 24.7K | — | — |
| Q4 2025 | $1.9M | 2.1K | — | — |
| Q3 2025 | $1M | 19.1K | — | — |
| Q3 2025 | $2.2M | 41.4K | — | — |
| Q3 2025 | $405K | 3.1K | — | — |
| Q3 2025 | $491K | 11.9K | — | — |
| Q3 2025 | $1.7M | 2.2K | — | — |
Other funds holding GS-PD
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE