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Disclosery

Beacon Financial Strategies CORP: JPM position timeline

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

Beacon Financial Strategies CORP held 985 JPM 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 985 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $325,803.

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

  2. period ended2026-06-30
    13F 1,045 shares
    Change vs previous 13F +186 shares

    0.17% of the 13F portfolio, value $341,996.

    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 859 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $252,626.

    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 859 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $276,724.

    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 859 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $270,893.

    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 909 shares
    Change vs previous 13F +53 shares

    0.17% of the 13F portfolio, value $263,472.

    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 856 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $209,929.

    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 862 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $206,584.

    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).