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Beacon Capital Management, Inc.: SPY position timeline

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

Beacon Capital Management, Inc. held 131,066 SPY 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 131,066 shares
    Change vs previous 13F +3,627 shares

    6.29% of the 13F portfolio, value $99,955,029.

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

  2. period ended2026-06-30
    13F 127,439 shares
    Change vs previous 13F -9,144 shares

    5.76% of the 13F portfolio, value $95,167,733.

    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 136,583 shares
    Change vs previous 13F +8,314 shares

    5% of the 13F portfolio, value $88,825,441.

    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 128,269 shares
    Change vs previous 13F +15,869 shares

    4.68% of the 13F portfolio, value $87,469,196.

    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 112,400 shares
    Change vs previous 13F +16,319 shares

    3.58% of the 13F portfolio, value $74,878,632.

    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 96,081 shares
    Change vs previous 13F +71,958 shares

    3.06% of the 13F portfolio, value $59,363,646.

    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 24,123 shares
    Change vs previous 13F -83,151 shares

    0.71% of the 13F portfolio, value $14,301,321.

    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 107,274 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $62,871,095.

    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).