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Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

SWK holding history

Stanley Black & Decker, Inc. 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.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q2 2026)
14,365
Value
$1.35M
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of SWK by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,365$1.35M0.3%+14,365NewHolders