Skip to content
Disclosery

BEACON FINANCIAL PLANNING, INC: QUAL position timeline

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

BEACON FINANCIAL PLANNING, INC held 32,870 QUAL 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 32,870 shares
    Change vs previous 13F -152 shares

    2.45% of the 13F portfolio, value $7,212,679.

    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 33,022 shares
    Change vs previous 13F +10,672 shares

    2.45% of the 13F portfolio, value $6,333,910.

    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 22,350 shares
    Change vs previous 13F +346 shares

    2.14% of the 13F portfolio, value $4,439,226.

    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 22,004 shares
    Change vs previous 13F -374 shares

    2.22% of the 13F portfolio, value $4,279,827.

    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 22,378 shares
    Change vs previous 13F -816 shares

    2.28% of the 13F portfolio, value $4,091,089.

    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 23,194 shares
    Change vs previous 13F +1,718 shares

    2.28% of the 13F portfolio, value $3,963,689.

    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 21,476 shares
    Change vs previous 13F +6,251 shares

    2.23% of the 13F portfolio, value $3,824,438.

    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 15,225 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,729,797.

    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).