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Disclosery

Beacon Financial Strategies CORP: VO position timeline

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

Beacon Financial Strategies CORP held 147,445 VO 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 147,445 shares
    Change vs previous 13F +2,030 shares

    5.69% of the 13F portfolio, value $11,562,640.

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

  2. period ended2026-06-30
    13F 145,415 shares
    Change vs previous 13F +109,821 shares

    5.82% of the 13F portfolio, value $11,716,099.

    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 35,594 shares
    Change vs previous 13F +24 shares

    5.8% of the 13F portfolio, value $10,221,929.

    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 35,570 shares
    Change vs previous 13F +333 shares

    5.76% of the 13F portfolio, value $10,323,171.

    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 35,237 shares
    Change vs previous 13F +321 shares

    6.11% of the 13F portfolio, value $10,350,616.

    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 34,916 shares
    Change vs previous 13F -183 shares

    6.14% of the 13F portfolio, value $9,770,601.

    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 35,099 shares
    Change vs previous 13F -923 shares

    6.12% of the 13F portfolio, value $9,077,320.

    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 36,022 shares
    Change vs previous 13F not available

    6.36% of the 13F portfolio, value $9,514,406.

    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).