Skip to content
Disclosery

Beacon Capital Management, Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Capital Management, Inc. on BIV, newest first. How the timeline and the estimate are built.

Beacon Capital Management, Inc. held 259,480 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 259,480 shares
    Change vs previous 13F -261,986 shares

    1.19% of the 13F portfolio, value $18,905,738.

    13F-HR 0001575301-26-000007 filed by Beacon Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 521,466 shares
    Change vs previous 13F -99,681 shares

    2.42% of the 13F portfolio, value $39,996,458.

    13F-HR 0001575301-26-000006 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 621,147 shares
    Change vs previous 13F -190,162 shares

    2.7% of the 13F portfolio, value $47,940,146.

    13F-HR/A 0001575301-26-000003 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 811,309 shares
    Change vs previous 13F -203,104 shares

    3.38% of the 13F portfolio, value $63,184,769.

    13F-HR 0001575301-26-000001 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,014,413 shares
    Change vs previous 13F -331,130 shares

    3.78% of the 13F portfolio, value $79,215,509.

    13F-HR 0001575301-25-000008 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,345,543 shares
    Change vs previous 13F -4,677,402 shares

    5.36% of the 13F portfolio, value $104,064,328.

    13F-HR 0001575301-25-000007 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,022,945 shares
    Change vs previous 13F +5,191,374 shares

    22.73% of the 13F portfolio, value $456,659,694.

    13F-HR 0001575301-25-000003 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 831,571 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $62,143,330.

    13F-HR 0001575301-25-000001 filed by Beacon Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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