Number of Shares
35,005
Previous 15,889 120.31%
Holding current value
$907 Million
Previous $423 Million 114.28%
% of portfolio
0.53%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
N/A
19,116 Added 120.31%
35,005 $907 Million
Q3 2024

Oct 24, 2024

BUY
N/A
15,889 New
15,889 $423 Million
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.