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BEACON FINANCIAL PLANNING, INC: VOOV position timeline

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

BEACON FINANCIAL PLANNING, INC held 17,824 VOOV 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 17,824 shares
    Change vs previous 13F +635 shares

    1.33% of the 13F portfolio, value $3,907,242.

    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 17,189 shares
    Change vs previous 13F +6,271 shares

    1.36% of the 13F portfolio, value $3,503,008.

    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 10,918 shares
    Change vs previous 13F +1,346 shares

    1.08% of the 13F portfolio, value $2,236,537.

    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 9,572 shares
    Change vs previous 13F +68 shares

    0.99% of the 13F portfolio, value $1,909,330.

    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 9,504 shares
    Change vs previous 13F +348 shares

    1% of the 13F portfolio, value $1,793,464.

    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 9,156 shares
    Change vs previous 13F +3,857 shares

    0.97% of the 13F portfolio, value $1,686,425.

    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 5,299 shares
    Change vs previous 13F +3,267 shares

    0.57% of the 13F portfolio, value $977,786.

    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 2,032 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $387,543.

    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).