Beacon Harbor Wealth Advisors, Inc.
- SEC CIK
- 0001784093
- Latest filing
- Aug 7, 2026
RS holding history
Reliance, Inc. in every 13F filed by Beacon Harbor Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
RS overviewAll 13F holders of RSFull Q2 2026 holdings
- Shares (Q2 2022)
- 26,080
- Value
- $4.43M
- % of portfolio
- 1.6%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 26,080 | $4.43M | 1.6% | −2,165−7.7% | Reduced | Holders |
| Q1 2022 | 28,245 | $5.18M | 1.7% | +316+1.1% | Added | Holders |
| Q4 2021 | 27,929 | $4.53M | 1.5% | +83+0.3% | Added | Holders |
| Q3 2021 | 27,846 | $3.97M | 1.4% | +1,180+4.4% | Added | Holders |
| Q2 2021 | 26,666 | $4.02M | 1.4% | +26,666 | New | Holders |