Skip to content
Disclosery

BEACON FINANCIAL PLANNING, INC: DGRO position timeline

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

BEACON FINANCIAL PLANNING, INC held 33,163 DGRO 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 33,163 shares
    Change vs previous 13F +1,757 shares

    0.85% of the 13F portfolio, value $2,513,461.

    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 31,406 shares
    Change vs previous 13F +10,129 shares

    0.85% of the 13F portfolio, value $2,204,058.

    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 21,277 shares
    Change vs previous 13F +1,809 shares

    0.71% of the 13F portfolio, value $1,477,060.

    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 19,468 shares
    Change vs previous 13F +1,452 shares

    0.69% of the 13F portfolio, value $1,325,372.

    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 18,016 shares
    Change vs previous 13F +5,185 shares

    0.64% of the 13F portfolio, value $1,151,917.

    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 12,831 shares
    Change vs previous 13F +7,746 shares

    0.46% of the 13F portfolio, value $792,694.

    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 5,085 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $311,907.

    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).