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Beacon Financial Strategies CORP: VV position timeline

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

Beacon Financial Strategies CORP held 2,289 VV 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 2,289 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $805,385.

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

  2. period ended2026-06-30
    13F 2,289 shares
    Change vs previous 13F -17 shares

    0.39% of the 13F portfolio, value $787,210.

    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 2,306 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $689,149.

    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 2,306 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $725,929.

    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 2,306 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $709,926.

    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 2,306 shares
    Change vs previous 13F -21 shares

    0.41% of the 13F portfolio, value $657,902.

    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 2,327 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $598,109.

    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 2,327 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $627,592.

    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).