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BEACON FINANCIAL PLANNING, INC: EFG position timeline

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

BEACON FINANCIAL PLANNING, INC held 11,927 EFG 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 11,927 shares
    Change vs previous 13F +240 shares

    0.5% of the 13F portfolio, value $1,484,007.

    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 11,687 shares
    Change vs previous 13F +5,339 shares

    0.5% of the 13F portfolio, value $1,301,546.

    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 6,348 shares
    Change vs previous 13F +1,115 shares

    0.35% of the 13F portfolio, value $723,151.

    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 5,233 shares
    Change vs previous 13F -107 shares

    0.31% of the 13F portfolio, value $595,967.

    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 5,340 shares
    Change vs previous 13F -957 shares

    0.33% of the 13F portfolio, value $598,119.

    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 6,297 shares
    Change vs previous 13F +2,030 shares

    0.36% of the 13F portfolio, value $629,660.

    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 4,267 shares
    Change vs previous 13F +577 shares

    0.24% of the 13F portfolio, value $413,135.

    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).

  8. period ended2024-09-30
    13F 3,690 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $397,261.

    13F-HR 0001951757-24-001110 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).