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BEACON FINANCIAL PLANNING, INC: FNDF position timeline

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

BEACON FINANCIAL PLANNING, INC held 415,135 FNDF 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 415,135 shares
    Change vs previous 13F +1,398 shares

    7.44% of the 13F portfolio, value $21,902,499.

    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 413,737 shares
    Change vs previous 13F +86,301 shares

    7.84% of the 13F portfolio, value $20,244,173.

    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 327,436 shares
    Change vs previous 13F +13,165 shares

    7.14% of the 13F portfolio, value $14,803,386.

    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 314,271 shares
    Change vs previous 13F +9,568 shares

    6.99% of the 13F portfolio, value $13,501,097.

    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 304,703 shares
    Change vs previous 13F -16,243 shares

    6.81% of the 13F portfolio, value $12,194,232.

    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 320,946 shares
    Change vs previous 13F -7,950 shares

    6.67% of the 13F portfolio, value $11,598,994.

    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 328,896 shares
    Change vs previous 13F -21,069 shares

    6.36% of the 13F portfolio, value $10,922,651.

    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 349,965 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $13,078,182.

    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).