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BEACON FINANCIAL PLANNING, INC: IJH position timeline

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

BEACON FINANCIAL PLANNING, INC held 220,317 IJH 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 220,317 shares
    Change vs previous 13F -3,911 shares

    5.77% of the 13F portfolio, value $16,988,677.

    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 224,228 shares
    Change vs previous 13F +24,755 shares

    5.86% of the 13F portfolio, value $15,142,086.

    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 199,473 shares
    Change vs previous 13F +868 shares

    6.35% of the 13F portfolio, value $13,165,247.

    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 198,605 shares
    Change vs previous 13F -5,239 shares

    6.71% of the 13F portfolio, value $12,960,946.

    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 203,844 shares
    Change vs previous 13F -11,606 shares

    7.06% of the 13F portfolio, value $12,642,435.

    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 215,450 shares
    Change vs previous 13F -3,588 shares

    7.23% of the 13F portfolio, value $12,571,527.

    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 219,038 shares
    Change vs previous 13F -117 shares

    7.94% of the 13F portfolio, value $13,648,233.

    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 219,155 shares
    Change vs previous 13F not available

    8.43% of the 13F portfolio, value $13,657,711.

    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).