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Disclosery

Beacon Financial Strategies CORP: SCHD position timeline

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

Beacon Financial Strategies CORP held 748 SCHD 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 748 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $24,339.

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

  2. period ended2026-06-30
    13F 744 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $23,595.

    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 740 shares
    Change vs previous 13F -1,397 shares

    0.01% of the 13F portfolio, value $22,706.

    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 2,137 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,615.

    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).