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BEACON FINANCIAL PLANNING, INC: IBTH position timeline

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

BEACON FINANCIAL PLANNING, INC held 22,106 IBTH 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 22,106 shares
    Change vs previous 13F +127 shares

    0.17% of the 13F portfolio, value $494,508.

    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 21,979 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $492,983.

    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).