Skip to content
Disclosery

Beacon Capital Management, LLC: CTA position timeline

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

Beacon Capital Management, LLC held 57,700 CTA 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 57,700 shares
    Change vs previous 13F -21,824 shares

    0.22% of the 13F portfolio, value $1,496,747.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, 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 79,524 shares
    Change vs previous 13F -48,771 shares

    0.42% of the 13F portfolio, value $2,403,201.

    13F-HR 0001921487-26-000002 filed by Beacon Capital Management, 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 128,295 shares
    Change vs previous 13F -368,641 shares

    0.54% of the 13F portfolio, value $3,497,328.

    13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 496,936 shares
    Change vs previous 13F -246,311 shares

    1.98% of the 13F portfolio, value $13,899,299.

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 743,247 shares
    Change vs previous 13F +22,181 shares

    2.68% of the 13F portfolio, value $19,874,417.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 721,066 shares
    Change vs previous 13F +350,049 shares

    2.88% of the 13F portfolio, value $21,343,567.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 371,017 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $10,347,676.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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