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Beacon Financial Strategies CORP: VB position timeline

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

Beacon Financial Strategies CORP held 40,606 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,606 shares
    Change vs previous 13F +544 shares

    6.12% of the 13F portfolio, value $12,308,474.

    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).

  2. period ended2026-03-31
    13F 40,062 shares
    Change vs previous 13F -1,249 shares

    5.96% of the 13F portfolio, value $10,493,142.

    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).

  3. period ended2025-12-31
    13F 41,311 shares
    Change vs previous 13F +77 shares

    5.95% of the 13F portfolio, value $10,656,297.

    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).

  4. period ended2025-09-30
    13F 41,234 shares
    Change vs previous 13F +1,191 shares

    6.19% of the 13F portfolio, value $10,485,088.

    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).

  5. period ended2025-06-30
    13F 40,043 shares
    Change vs previous 13F +97 shares

    5.96% of the 13F portfolio, value $9,489,396.

    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).

  6. period ended2025-03-31
    13F 39,946 shares
    Change vs previous 13F -281 shares

    5.97% of the 13F portfolio, value $8,858,031.

    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).

  7. period ended2024-12-31
    13F 40,227 shares
    Change vs previous 13F +1,250 shares

    6.46% of the 13F portfolio, value $9,665,785.

    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).

  8. period ended2024-09-30
    13F 38,977 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $9,245,754.

    13F-HR 0001214659-25-014174 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).