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BEACON ADVISORS HOLDINGS, LLC: VOT position timeline

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

BEACON ADVISORS HOLDINGS, LLC held 4,672 VOT 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 4,672 shares
    Change vs previous 13F +6 shares

    0.7% of the 13F portfolio, value $1,431,039.

    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 4,666 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $1,200,776.

    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 4,657 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,299,828.

    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).