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BEACON FINANCIAL PLANNING, INC: IBDS position timeline

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

BEACON FINANCIAL PLANNING, INC held 32,494 IBDS 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 32,494 shares
    Change vs previous 13F +16,553 shares

    0.27% of the 13F portfolio, value $786,997.

    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 15,941 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $386,407.

    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).