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Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

MMM holding history

3M Co in every 13F filed by Beacon Financial Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of MMM by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−7,340−100.0%Sold outHolders
Q4 20247,340$947.5K0.3%−341−4.4%ReducedHolders
Q3 20247,681$1.05M0.4%−216−2.7%ReducedHolders
Q2 20247,897$807.0K0.3%+1,085+15.9%AddedHolders
Q1 20246,812$722.6K0.4%+2,979+77.7%AddedHolders
Q4 20233,833$419.0K0.2%−691−15.3%ReducedHolders
Q3 20234,524$423.5K0.2%+207+4.8%AddedHolders
Q2 20234,317$432.1K0.2%+5+0.1%AddedHolders
Q1 20234,312$453.2K0.3%+408+10.5%AddedHolders
Q4 20223,904$468.1K0.3%+82+2.1%AddedHolders
Q3 20223,822$422.0K0.3%−326−7.9%ReducedHolders
Q2 20224,148$537.0K0.3%+211+5.4%AddedHolders
Q1 20223,937$586.0K0.3%+240+6.5%AddedHolders
Q4 20213,697$657.0K0.3%+12+0.3%AddedHolders
Q3 20213,685$646.0K0.3%+4+0.1%AddedHolders
Q2 20213,681$731.0K0.4%−250−6.4%ReducedHolders
Q1 20213,931$757.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.