Skip to content
Disclosery

BEACON FINANCIAL PLANNING, INC: HYDB position timeline

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

BEACON FINANCIAL PLANNING, INC held 117,216 HYDB 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 117,216 shares
    Change vs previous 13F +11,796 shares

    1.86% of the 13F portfolio, value $5,482,182.

    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 105,420 shares
    Change vs previous 13F +32,199 shares

    1.9% of the 13F portfolio, value $4,904,147.

    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 73,221 shares
    Change vs previous 13F +1,995 shares

    1.67% of the 13F portfolio, value $3,467,005.

    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 71,226 shares
    Change vs previous 13F +4,059 shares

    1.76% of the 13F portfolio, value $3,407,792.

    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 67,167 shares
    Change vs previous 13F +10,410 shares

    1.78% of the 13F portfolio, value $3,188,733.

    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 56,757 shares
    Change vs previous 13F +44,587 shares

    1.54% of the 13F portfolio, value $2,672,685.

    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 12,170 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $572,095.

    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).