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Beacon Financial Strategies CORP: VCSH position timeline

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

Beacon Financial Strategies CORP held 302,407 VCSH 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 302,407 shares
    Change vs previous 13F +4,666 shares

    11.88% of the 13F portfolio, value $23,899,230.

    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 297,741 shares
    Change vs previous 13F +9,229 shares

    13.4% of the 13F portfolio, value $23,601,941.

    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 288,512 shares
    Change vs previous 13F +3,551 shares

    12.84% of the 13F portfolio, value $23,003,025.

    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 284,961 shares
    Change vs previous 13F +7,391 shares

    13.44% of the 13F portfolio, value $22,776,936.

    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 277,570 shares
    Change vs previous 13F -2,352 shares

    13.87% of the 13F portfolio, value $22,066,807.

    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 279,922 shares
    Change vs previous 13F +7,983 shares

    14.9% of the 13F portfolio, value $22,097,072.

    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 271,939 shares
    Change vs previous 13F +7,270 shares

    14.17% of the 13F portfolio, value $21,213,940.

    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 264,669 shares
    Change vs previous 13F not available

    14.32% of the 13F portfolio, value $21,020,045.

    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).