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Disclosery

Beacon Capital Management, LLC: SMA position timeline

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

Beacon Capital Management, LLC held 16,400 SMA 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 16,400 shares
    Change vs previous 13F -5,866 shares

    0.08% of the 13F portfolio, value $533,008.

    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 22,266 shares
    Change vs previous 13F -18,715 shares

    0.12% of the 13F portfolio, value $674,208.

    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 40,981 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,267,959.

    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).