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Disclosery

Beacon Wealthcare LLC: VIG position timeline

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

Beacon Wealthcare LLC held 1,492 VIG 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 1,492 shares
    Change vs previous 13F +1,492 shares

    0.11% of the 13F portfolio, value $348,099.

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -915 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 915 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $179,184.

    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).