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BEACON FINANCIAL PLANNING, INC: JEPQ position timeline

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

BEACON FINANCIAL PLANNING, INC held 54,547 JEPQ 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 54,547 shares
    Change vs previous 13F +9,770 shares

    1.14% of the 13F portfolio, value $3,352,432.

    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 44,777 shares
    Change vs previous 13F +18,903 shares

    0.96% of the 13F portfolio, value $2,486,032.

    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 25,874 shares
    Change vs previous 13F +643 shares

    0.73% of the 13F portfolio, value $1,503,797.

    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 25,231 shares
    Change vs previous 13F +610 shares

    0.75% of the 13F portfolio, value $1,451,282.

    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 24,621 shares
    Change vs previous 13F -793 shares

    0.75% of the 13F portfolio, value $1,339,390.

    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 25,414 shares
    Change vs previous 13F +10,358 shares

    0.76% of the 13F portfolio, value $1,315,955.

    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 15,056 shares
    Change vs previous 13F +8,795 shares

    0.49% of the 13F portfolio, value $848,838.

    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 6,261 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $343,921.

    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).