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BEACON FINANCIAL PLANNING, INC: VIGI position timeline

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

BEACON FINANCIAL PLANNING, INC held 46,515 VIGI 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 46,515 shares
    Change vs previous 13F +308 shares

    1.47% of the 13F portfolio, value $4,343,610.

    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 46,207 shares
    Change vs previous 13F +21,288 shares

    1.58% of the 13F portfolio, value $4,087,445.

    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 24,919 shares
    Change vs previous 13F +4,600 shares

    1.1% of the 13F portfolio, value $2,278,852.

    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 20,319 shares
    Change vs previous 13F +3,067 shares

    0.94% of the 13F portfolio, value $1,819,986.

    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 17,252 shares
    Change vs previous 13F +1,158 shares

    0.87% of the 13F portfolio, value $1,554,758.

    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 16,094 shares
    Change vs previous 13F +2,669 shares

    0.77% of the 13F portfolio, value $1,334,840.

    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 13,425 shares
    Change vs previous 13F +9,287 shares

    0.63% of the 13F portfolio, value $1,073,879.

    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 4,138 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $365,270.

    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).