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BEACON FINANCIAL PLANNING, INC: BINC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL PLANNING, INC on BINC, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL PLANNING, INC held 55,828 BINC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,828 shares
    Change vs previous 13F +409 shares

    0.99% of the 13F portfolio, value $2,922,043.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL PLANNING, INC
    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 55,419 shares
    Change vs previous 13F +25,203 shares

    1.11% of the 13F portfolio, value $2,877,927.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL PLANNING, INC
    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 30,216 shares
    Change vs previous 13F +6,271 shares

    0.77% of the 13F portfolio, value $1,594,483.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,945 shares
    Change vs previous 13F +298 shares

    0.66% of the 13F portfolio, value $1,274,858.

    13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 23,647 shares
    Change vs previous 13F -2,533 shares

    0.7% of the 13F portfolio, value $1,249,499.

    13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,180 shares
    Change vs previous 13F +10,639 shares

    0.79% of the 13F portfolio, value $1,371,293.

    13F-HR 0001951757-25-000450 filed by BEACON FINANCIAL PLANNING, INC
    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 15,541 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $808,419.

    13F-HR 0001951757-25-000132 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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