Skip to content
Disclosery

Beacon Financial Strategies CORP: VTI position timeline

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

Beacon Financial Strategies CORP held 96,692 VTI 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 96,692 shares
    Change vs previous 13F -1,779 shares

    17.79% of the 13F portfolio, value $36,186,066.

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

  2. period ended2026-06-30
    13F 98,471 shares
    Change vs previous 13F +1,505 shares

    18.11% of the 13F portfolio, value $36,438,183.

    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 96,966 shares
    Change vs previous 13F -3,174 shares

    17.66% of the 13F portfolio, value $31,107,528.

    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 100,140 shares
    Change vs previous 13F -62 shares

    18.74% of the 13F portfolio, value $33,574,078.

    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 100,202 shares
    Change vs previous 13F -9,600 shares

    19.4% of the 13F portfolio, value $32,883,254.

    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 109,802 shares
    Change vs previous 13F +2,896 shares

    20.97% of the 13F portfolio, value $33,372,081.

    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 106,906 shares
    Change vs previous 13F -2,623 shares

    19.81% of the 13F portfolio, value $29,382,008.

    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 109,529 shares
    Change vs previous 13F not available

    21.21% of the 13F portfolio, value $31,742,688.

    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).