Beacon Capital Management, LLC: SVOL position timeline

Beacon Capital Management, LLC held 51,910 SVOL 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 51,910 shares

   Change vs previous 13F -18,832 shares

   0.12% of the 13F portfolio, value $832,639.

   13F-HR 0002085853-26-000901 filed by Beacon Capital Management, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 70,742 shares

   Change vs previous 13F -42,792 shares

   0.19% of the 13F portfolio, value $1,085,188.

   13F-HR 0001921487-26-000002 filed by Beacon Capital Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 113,534 shares

   Change vs previous 13F -490,736 shares

   0.31% of the 13F portfolio, value $1,993,655.

   13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 604,270 shares

   Change vs previous 13F -569,940 shares

   1.55% of the 13F portfolio, value $10,876,868.

   13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,174,210 shares

   Change vs previous 13F +301,046 shares

   2.91% of the 13F portfolio, value $21,593,727.

   13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 873,164 shares

   Change vs previous 13F +458,519 shares

   2.14% of the 13F portfolio, value $15,874,125.

   13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 414,645 shares

   Change vs previous 13F not available

   1.12% of the 13F portfolio, value $8,620,475.

   13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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