Skip to content
Disclosery

Beacon Financial Strategies CORP: IWD position timeline

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

Beacon Financial Strategies CORP held 1,642 IWD 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 1,642 shares
    Change vs previous 13F -753 shares

    0.2% of the 13F portfolio, value $406,978.

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

  2. period ended2026-06-30
    13F 2,395 shares
    Change vs previous 13F -10 shares

    0.29% of the 13F portfolio, value $580,712.

    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 2,405 shares
    Change vs previous 13F -51 shares

    0.29% of the 13F portfolio, value $513,961.

    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 2,456 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $516,635.

    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 2,454 shares
    Change vs previous 13F -674 shares

    0.29% of the 13F portfolio, value $499,698.

    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 3,128 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $607,518.

    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 3,124 shares
    Change vs previous 13F -35 shares

    0.4% of the 13F portfolio, value $587,906.

    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 3,159 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $584,882.

    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).