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BEACON ADVISORS HOLDINGS, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON ADVISORS HOLDINGS, LLC on VOO, newest first. How the timeline and the estimate are built.

BEACON ADVISORS HOLDINGS, LLC held 10,060 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,060 shares
    Change vs previous 13F +26 shares

    3.38% of the 13F portfolio, value $6,908,988.

    13F-HR 0002114314-26-000003 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,034 shares
    Change vs previous 13F +27 shares

    3.21% of the 13F portfolio, value $5,995,850.

    13F-HR 0002114314-26-000001 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,007 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,275,978.

    13F-HR 0001986152-26-000047 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).