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Disclosery

Beacon Capital Management, LLC: SPY position timeline

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

Beacon Capital Management, LLC held 140,753 SPY 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 140,753 shares
    Change vs previous 13F -26,101 shares

    15.4% of the 13F portfolio, value $105,109,746.

    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 166,854 shares
    Change vs previous 13F -24,504 shares

    19.15% of the 13F portfolio, value $108,512,002.

    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 191,358 shares
    Change vs previous 13F -9,736 shares

    20.23% of the 13F portfolio, value $130,490,781.

    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 201,094 shares
    Change vs previous 13F -22,221 shares

    19.04% of the 13F portfolio, value $133,964,492.

    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 223,315 shares
    Change vs previous 13F -41,927 shares

    18.62% of the 13F portfolio, value $137,975,433.

    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 265,242 shares
    Change vs previous 13F -10,476 shares

    20.04% of the 13F portfolio, value $148,373,525.

    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 275,718 shares
    Change vs previous 13F +14,103 shares

    21.03% of the 13F portfolio, value $161,592,746.

    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).

  8. period ended2024-09-30
    13F 261,615 shares
    Change vs previous 13F not available

    21.31% of the 13F portfolio, value $150,104,014.

    13F-HR 0001921487-24-000006 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).