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Disclosery

Beacon Financial Strategies CORP: BEAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Strategies CORP on BEAM, newest first. How the timeline and the estimate are built.

Beacon Financial Strategies CORP held 6,837 BEAM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,837 shares
    Change vs previous 13F -3,000 shares

    0.08% of the 13F portfolio, value $167,165.

    13F-HR 0001214659-26-012889 filed by Beacon Financial Strategies CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,837 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $337,606.

    13F-HR 0001214659-26-008349 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).