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Disclosery

Beacon Capital Management, Inc.: VFH position timeline

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

Beacon Capital Management, Inc. held 620,761 VFH 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 620,761 shares
    Change vs previous 13F +142,726 shares

    5.08% of the 13F portfolio, value $80,754,759.

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

  2. period ended2026-06-30
    13F 478,035 shares
    Change vs previous 13F -76,267 shares

    3.81% of the 13F portfolio, value $62,909,387.

    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 554,302 shares
    Change vs previous 13F -238,279 shares

    3.77% of the 13F portfolio, value $66,965,241.

    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 792,581 shares
    Change vs previous 13F -91,995 shares

    5.66% of the 13F portfolio, value $105,801,575.

    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 884,576 shares
    Change vs previous 13F -129,474 shares

    5.54% of the 13F portfolio, value $116,091,698.

    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 1,014,050 shares
    Change vs previous 13F +673,259 shares

    6.65% of the 13F portfolio, value $129,088,515.

    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 340,791 shares
    Change vs previous 13F -1,089,223 shares

    2.1% of the 13F portfolio, value $42,268,342.

    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 1,430,014 shares
    Change vs previous 13F not available

    7.31% of the 13F portfolio, value $168,841,732.

    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).