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BEACON FINANCIAL PLANNING, INC: XSHQ position timeline

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

BEACON FINANCIAL PLANNING, INC held 125,141 XSHQ 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 125,141 shares
    Change vs previous 13F -6,856 shares

    2.05% of the 13F portfolio, value $6,051,096.

    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 131,997 shares
    Change vs previous 13F +36,060 shares

    2.16% of the 13F portfolio, value $5,565,011.

    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 95,937 shares
    Change vs previous 13F +2,346 shares

    1.95% of the 13F portfolio, value $4,038,421.

    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 93,591 shares
    Change vs previous 13F -724 shares

    2.09% of the 13F portfolio, value $4,027,204.

    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 94,315 shares
    Change vs previous 13F -5,985 shares

    2.14% of the 13F portfolio, value $3,841,442.

    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 100,300 shares
    Change vs previous 13F +11,871 shares

    2.28% of the 13F portfolio, value $3,963,858.

    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 88,429 shares
    Change vs previous 13F +26,491 shares

    2.18% of the 13F portfolio, value $3,744,962.

    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 61,938 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,681,289.

    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).