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Disclosery

Beacon Wealthcare LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Wealthcare LLC on IVV, newest first. How the timeline and the estimate are built.

Beacon Wealthcare LLC held 662 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 662 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $506,993.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 662 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $495,765.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare LLC
    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 662 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $432,425.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare LLC
    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 662 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $453,430.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare LLC
    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 762 shares
    Change vs previous 13F +150 shares

    0.18% of the 13F portfolio, value $510,007.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare LLC
    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 612 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $379,991.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    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 603 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $338,826.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    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 603 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $354,974.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).