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BEACON FINANCIAL PLANNING, INC: GTO position timeline

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

BEACON FINANCIAL PLANNING, INC held 192,081 GTO 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 192,081 shares
    Change vs previous 13F -15,703 shares

    3.06% of the 13F portfolio, value $9,002,856.

    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 207,784 shares
    Change vs previous 13F +13,167 shares

    3.77% of the 13F portfolio, value $9,730,529.

    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 194,617 shares
    Change vs previous 13F +70 shares

    4.45% of the 13F portfolio, value $9,228,728.

    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 194,547 shares
    Change vs previous 13F -4,006 shares

    4.79% of the 13F portfolio, value $9,242,936.

    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 198,553 shares
    Change vs previous 13F -13,080 shares

    5.2% of the 13F portfolio, value $9,310,165.

    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 211,633 shares
    Change vs previous 13F -30,002 shares

    5.71% of the 13F portfolio, value $9,931,939.

    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 241,635 shares
    Change vs previous 13F -15,147 shares

    6.53% of the 13F portfolio, value $11,211,863.

    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 256,782 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $12,402,560.

    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).