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BEACON FINANCIAL PLANNING, INC: SPGP position timeline

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

BEACON FINANCIAL PLANNING, INC held 24,028 SPGP 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 24,028 shares
    Change vs previous 13F -2,391 shares

    1% of the 13F portfolio, value $2,938,336.

    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 26,419 shares
    Change vs previous 13F +8,577 shares

    1.1% of the 13F portfolio, value $2,843,251.

    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 17,842 shares
    Change vs previous 13F -48 shares

    0.98% of the 13F portfolio, value $2,031,511.

    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 17,890 shares
    Change vs previous 13F -219 shares

    1.05% of the 13F portfolio, value $2,032,678.

    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 18,109 shares
    Change vs previous 13F -3,578 shares

    1.09% of the 13F portfolio, value $1,950,385.

    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 21,687 shares
    Change vs previous 13F -3,552 shares

    1.24% of the 13F portfolio, value $2,166,102.

    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 25,239 shares
    Change vs previous 13F -122 shares

    1.54% of the 13F portfolio, value $2,647,054.

    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 25,361 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,654,546.

    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).