Beacon Financial Advisory LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Beacon Financial Advisory LLC opened 1 positions, added to 0, reduced 3, sold out of 1 and left 0 unchanged. The largest increase in value was JHPI (+$878,740); the largest decrease was JHPI (-$861,563).
- JHPI: Country of operation —; Class PREFERRED INCOME; Shares 2026-03-31 38,156; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1800502): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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