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Beacon Financial Strategies CORP: VIG position timeline

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

Beacon Financial Strategies CORP held 2,795 VIG 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 2,795 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $652,217.

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

  2. period ended2026-06-30
    13F 2,794 shares
    Change vs previous 13F +273 shares

    0.33% of the 13F portfolio, value $661,100.

    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 2,521 shares
    Change vs previous 13F -47 shares

    0.31% of the 13F portfolio, value $542,211.

    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 2,568 shares
    Change vs previous 13F +6 shares

    0.32% of the 13F portfolio, value $564,403.

    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 2,562 shares
    Change vs previous 13F -142 shares

    0.33% of the 13F portfolio, value $552,765.

    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 2,704 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $553,485.

    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 2,704 shares
    Change vs previous 13F +501 shares

    0.35% of the 13F portfolio, value $524,603.

    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 2,203 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $431,390.

    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).