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BEACON FINANCIAL PLANNING, INC: VB position timeline

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

BEACON FINANCIAL PLANNING, INC held 35,796 VB 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 35,796 shares
    Change vs previous 13F +705 shares

    3.68% of the 13F portfolio, value $10,850,577.

    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 35,091 shares
    Change vs previous 13F +7,202 shares

    3.56% of the 13F portfolio, value $9,191,134.

    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 27,889 shares
    Change vs previous 13F +1,323 shares

    3.47% of the 13F portfolio, value $7,193,965.

    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 26,566 shares
    Change vs previous 13F -92 shares

    3.5% of the 13F portfolio, value $6,755,147.

    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 26,658 shares
    Change vs previous 13F -751 shares

    3.53% of the 13F portfolio, value $6,317,296.

    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 27,409 shares
    Change vs previous 13F +2,357 shares

    3.49% of the 13F portfolio, value $6,077,999.

    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 25,052 shares
    Change vs previous 13F +3,042 shares

    3.5% of the 13F portfolio, value $6,019,494.

    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 22,010 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $5,221,039.

    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).