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BEACON FINANCIAL PLANNING, INC: VOO position timeline

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

BEACON FINANCIAL PLANNING, INC held 1,938 VOO 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 1,938 shares
    Change vs previous 13F -40 shares

    0.45% of the 13F portfolio, value $1,331,200.

    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 1,978 shares
    Change vs previous 13F +951 shares

    0.46% of the 13F portfolio, value $1,181,860.

    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 1,027 shares
    Change vs previous 13F -29 shares

    0.31% of the 13F portfolio, value $643,942.

    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 1,056 shares
    Change vs previous 13F -56 shares

    0.33% of the 13F portfolio, value $646,488.

    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 1,112 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $631,555.

    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 1,112 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $571,382.

    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 1,110 shares
    Change vs previous 13F -58 shares

    0.35% of the 13F portfolio, value $597,899.

    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 1,168 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $616,177.

    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).