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Beacon Financial Strategies CORP: IBM position timeline

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

Beacon Financial Strategies CORP held 2,475 IBM 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 2,475 shares
    Change vs previous 13F -47 shares

    0.27% of the 13F portfolio, value $544,327.

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

  2. period ended2026-06-30
    13F 2,522 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $709,212.

    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 §4.2).

  3. period ended2026-03-31
    13F 2,522 shares
    Change vs previous 13F -338 shares

    0.35% of the 13F portfolio, value $611,308.

    13F-HR 0001214659-26-004434 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 §4.2).

  4. period ended2025-12-31
    13F 2,860 shares
    Change vs previous 13F +990 shares

    0.47% of the 13F portfolio, value $847,161.

    13F-HR 0001214659-26-000337 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 §4.2).

  5. period ended2025-09-30
    13F 1,870 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $527,640.

    13F-HR 0001214659-25-014655 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 §4.2).

  6. period ended2025-06-30
    13F 1,870 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $551,239.

    13F-HR 0001214659-25-014177 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 §4.2).

  7. period ended2025-03-31
    13F 1,870 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $464,995.

    13F-HR 0001214659-25-014176 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 §4.2).

  8. period ended2024-12-31
    13F 1,778 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $390,858.

    13F-HR 0001214659-25-014175 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 §4.2).