Skip to content
Disclosery

BEACON FINANCIAL PLANNING, INC: VOT position timeline

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

BEACON FINANCIAL PLANNING, INC held 4,234 VOT 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 4,234 shares
    Change vs previous 13F +4 shares

    0.44% of the 13F portfolio, value $1,296,962.

    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 4,230 shares
    Change vs previous 13F +227 shares

    0.42% of the 13F portfolio, value $1,088,709.

    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 4,003 shares
    Change vs previous 13F +9 shares

    0.54% of the 13F portfolio, value $1,117,411.

    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 3,994 shares
    Change vs previous 13F +4 shares

    0.61% of the 13F portfolio, value $1,173,366.

    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 3,990 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,134,587.

    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 3,990 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $976,003.

    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 3,984 shares
    Change vs previous 13F +5 shares

    0.59% of the 13F portfolio, value $1,010,986.

    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 3,979 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $968,669.

    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).