Current Market Value 2,265,517,900
Current Holdings 250
Most Recent File Date 2025-07-15
Total Filings on Record 42
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Beacon Investment Advisory Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 250 2,265,518
2025-05-06 2025-03-31 13F-HR 237 2,138,695
2025-01-17 2024-12-31 13F-HR 250 2,307,682
2024-11-14 2024-09-30 13F-HR 254 2,404,033
2024-08-14 2024-06-30 13F-HR 262 2,330,080
2024-05-09 2024-03-31 13F-HR 266 2,318,325
2024-02-12 2023-12-31 13F-HR 264 2,200,084
2023-10-31 2023-09-30 13F-HR 271 2,031,285
2023-07-21 2023-06-30 13F-HR 277 2,169,294
2023-05-04 2023-03-31 13F-HR 276 2,058,033
2023-01-13 2022-12-31 13F-HR 278 1,952,973
2022-10-20 2022-09-30 13F-HR 274 1,818,010
2022-07-21 2022-06-30 13F-HR 284 1,919,336
2022-05-12 2022-03-31 13F-HR 297 2,344,220
2022-02-04 2021-12-31 13F-HR 306 2,574,351
2021-11-09 2021-09-30 13F-HR 296 2,415,442
2021-08-02 2021-06-30 13F-HR 300 2,469,568
2021-05-21 2021-03-31 13F-HR 295 2,290,193
2021-02-08 2020-12-31 13F-HR 276 2,164,036
2020-10-29 2020-09-30 13F-HR 255 1,926,961
2020-07-28 2020-06-30 13F-HR 244 1,755,728
2020-05-05 2020-03-31 13F-HR 233 1,418,108
2020-01-31 2019-12-31 13F-HR 245 1,874,811
2019-10-29 2019-09-30 13F-HR 231 1,000,103
2019-08-07 2019-06-30 13F-HR 226 943,956
2019-05-15 2019-03-31 13F-HR 220 943,310
2019-02-07 2018-12-31 13F-HR 251 904,109
2018-11-08 2018-09-30 13F-HR 254 1,029,240
2018-08-08 2018-06-30 13F-HR 252 988,760
2018-04-26 2018-03-31 13F-HR 256 969,268
2018-04-26 2017-12-31 13F-HR/A 1 R 242 946,483
2018-02-02 2017-12-31 13F-HR 242 946,252
2017-11-14 2017-09-30 13F-HR 267 1,166,268
2017-08-03 2017-06-30 13F-HR 111 559,643
2017-05-11 2017-03-31 13F-HR 86 522,799
2017-02-08 2016-12-31 13F-HR 77 517,659
2016-11-01 2016-09-30 13F-HR 72 457,679
2016-08-09 2016-06-30 13F-HR 69 459,788
2016-05-09 2016-03-31 13F-HR 62 467,301
2016-02-08 2015-12-31 13F-HR 63 530,641
2015-11-19 2015-09-30 13F-HR 60 541,426
2015-11-19 2015-06-30 13F-HR 52 634,244