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BEACON FINANCIAL PLANNING, INC: IVE position timeline

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

BEACON FINANCIAL PLANNING, INC held 1,714 IVE 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 1,714 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $389,096.

    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 1,708 shares
    Change vs previous 13F +250 shares

    0.14% of the 13F portfolio, value $360,593.

    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 1,458 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $309,220.

    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 1,451 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $299,708.

    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 1,445 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $282,417.

    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 1,439 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $274,258.

    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 1,433 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $273,612.

    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 1,425 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $281,060.

    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).