Skip to content
Disclosery

Beacon Wealthcare LLC: SPY position timeline

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

Beacon Wealthcare LLC held 2,224 SPY 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 2,224 shares
    Change vs previous 13F +2 shares

    0.54% of the 13F portfolio, value $1,696,112.

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

  2. period ended2026-06-30
    13F 2,222 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,659,338.

    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 2,222 shares
    Change vs previous 13F +856 shares

    0.51% of the 13F portfolio, value $1,445,065.

    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 1,366 shares
    Change vs previous 13F -6 shares

    0.32% of the 13F portfolio, value $931,509.

    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 1,372 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $913,990.

    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 1,372 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $847,669.

    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 1,372 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $767,450.

    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 1,372 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $804,052.

    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).