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Beacon Financial Strategies CORP: VGSH position timeline

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

Beacon Financial Strategies CORP held 154,100 VGSH 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 154,100 shares
    Change vs previous 13F +13,173 shares

    4.36% of the 13F portfolio, value $8,869,972.

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

  2. period ended2026-06-30
    13F 140,927 shares
    Change vs previous 13F +2,748 shares

    4.08% of the 13F portfolio, value $8,201,954.

    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 138,179 shares
    Change vs previous 13F +2,048 shares

    4.59% of the 13F portfolio, value $8,088,972.

    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 136,131 shares
    Change vs previous 13F +1,053 shares

    4.46% of the 13F portfolio, value $7,994,953.

    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 135,078 shares
    Change vs previous 13F +4,605 shares

    4.69% of the 13F portfolio, value $7,949,337.

    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 130,473 shares
    Change vs previous 13F +180 shares

    4.82% of the 13F portfolio, value $7,669,183.

    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 130,293 shares
    Change vs previous 13F +8,720 shares

    5.16% of the 13F portfolio, value $7,646,918.

    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 121,573 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $7,073,096.

    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).