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BEACON FINANCIAL PLANNING, INC: SCHD position timeline

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

BEACON FINANCIAL PLANNING, INC held 300,191 SCHD 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 300,191 shares
    Change vs previous 13F +20,493 shares

    3.23% of the 13F portfolio, value $9,519,050.

    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 279,698 shares
    Change vs previous 13F +66,223 shares

    3.32% of the 13F portfolio, value $8,581,137.

    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 213,475 shares
    Change vs previous 13F +5,441 shares

    2.82% of the 13F portfolio, value $5,855,611.

    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 208,034 shares
    Change vs previous 13F +644 shares

    2.94% of the 13F portfolio, value $5,679,320.

    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 207,390 shares
    Change vs previous 13F -8,150 shares

    3.07% of the 13F portfolio, value $5,495,834.

    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 215,540 shares
    Change vs previous 13F +33,910 shares

    3.46% of the 13F portfolio, value $6,026,512.

    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 181,630 shares
    Change vs previous 13F +127,193 shares

    2.89% of the 13F portfolio, value $4,962,140.

    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 54,437 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,601,532.

    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).