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Beacon Financial Strategies CORP: VEA position timeline

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

Beacon Financial Strategies CORP held 252,954 VEA 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 252,954 shares
    Change vs previous 13F +17,804 shares

    8.78% of the 13F portfolio, value $17,861,106.

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

  2. period ended2026-06-30
    13F 235,150 shares
    Change vs previous 13F +1,009 shares

    8.33% of the 13F portfolio, value $16,754,448.

    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 234,141 shares
    Change vs previous 13F +5,559 shares

    8.52% of the 13F portfolio, value $15,003,778.

    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 228,582 shares
    Change vs previous 13F +1,391 shares

    7.97% of the 13F portfolio, value $14,279,502.

    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 227,191 shares
    Change vs previous 13F +85,702 shares

    8.03% of the 13F portfolio, value $13,613,304.

    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 141,489 shares
    Change vs previous 13F -580 shares

    5.07% of the 13F portfolio, value $8,066,283.

    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 142,069 shares
    Change vs previous 13F +2,730 shares

    4.87% of the 13F portfolio, value $7,221,391.

    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 139,339 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $6,663,169.

    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).