IR
Superintel
OverviewMarketsWatchlist

Beacon Financial Planning, IncETFConcentrated long-term

CIK: 0001966066 | HYANNIS, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR85$293.6M2026-11-04SEC ↗
Q2 2026
13F-HR85$294.6M2026-08-06SEC ↗
Q1 2026
13F-HR76$258.2M2026-04-22SEC ↗
Q4 2025
13F-HR51$207.3M2026-01-22SEC ↗
Q3 2025
13F-HR53$193.1M2025-10-28SEC ↗
Q2 2025
13F-HR50$179.1M2025-07-15SEC ↗
Q1 2025
13F-HR48$174.0M2025-04-25SEC ↗
Q4 2024
13F-HR48$171.8M2025-01-27SEC ↗
Q3 2024
13F-HR44$162.0M2024-10-24SEC ↗
Q2 2024
13F-HR40$147.3M2024-07-18SEC ↗
Q1 2024
13F-HR36$143.2M2024-04-22SEC ↗
Q4 2023
13F-HR34$127.7M2024-01-29SEC ↗
Q3 2023
13F-HR32$115.7M2023-10-24SEC ↗
Q2 2023
13F-HR31$117.8M2023-07-19SEC ↗
Q1 2023
13F-HR25$106.8M2023-05-04SEC ↗
Q4 2022
13F-HR22$96.5M2023-02-16SEC ↗