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Disclosery

Beacon Capital Management, Inc.: SSO position timeline

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

Beacon Capital Management, Inc. held 1,477 SSO 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 1,477 shares
    Change vs previous 13F -763 shares

    0.01% of the 13F portfolio, value $102,400.

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

  2. period ended2026-06-30
    13F 2,240 shares
    Change vs previous 13F -22,907 shares

    0.01% of the 13F portfolio, value $150,931.

    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 25,147 shares
    Change vs previous 13F -11,128 shares

    0.07% of the 13F portfolio, value $1,304,626.

    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 36,275 shares
    Change vs previous 13F +29,966 shares

    0.11% of the 13F portfolio, value $2,101,048.

    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 6,309 shares
    Change vs previous 13F +6,030 shares

    0.03% of the 13F portfolio, value $707,428.

    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 279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,264.

    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).