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Beacon Financial Strategies CORP: VTV position timeline

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

Beacon Financial Strategies CORP held 87,601 VTV 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 87,601 shares
    Change vs previous 13F -2,442 shares

    9.31% of the 13F portfolio, value $18,928,725.

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

  2. period ended2026-06-30
    13F 90,043 shares
    Change vs previous 13F +1,586 shares

    9.75% of the 13F portfolio, value $19,623,140.

    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 88,457 shares
    Change vs previous 13F -4,992 shares

    9.85% of the 13F portfolio, value $17,355,168.

    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 93,449 shares
    Change vs previous 13F -87 shares

    9.96% of the 13F portfolio, value $17,847,884.

    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 93,536 shares
    Change vs previous 13F -11,354 shares

    10.29% of the 13F portfolio, value $17,443,493.

    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 104,890 shares
    Change vs previous 13F +2,322 shares

    11.65% of the 13F portfolio, value $18,538,327.

    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 102,568 shares
    Change vs previous 13F -935 shares

    11.95% of the 13F portfolio, value $17,717,646.

    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 103,503 shares
    Change vs previous 13F not available

    11.71% of the 13F portfolio, value $17,523,140.

    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).