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Disclosery

Beacon Financial Strategies CORP: KO position timeline

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

Beacon Financial Strategies CORP held 4,107 KO 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 4,107 shares
    Change vs previous 13F -74 shares

    0.17% of the 13F portfolio, value $353,531.

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

  2. period ended2026-06-30
    13F 4,181 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $339,790.

    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 4,181 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $317,966.

    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 4,181 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $292,294.

    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 4,331 shares
    Change vs previous 13F -1,192 shares

    0.17% of the 13F portfolio, value $287,232.

    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 5,523 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $390,753.

    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 5,523 shares
    Change vs previous 13F +300 shares

    0.27% of the 13F portfolio, value $395,558.

    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 5,223 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $325,184.

    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).