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CIK 0002084239 • 22 13F filings • Sep 25, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("beacon-financial-strategies-corp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-014175 |
| $149.7M |
| View |
| Sep 25, 2025 | Q4 2023 | 13F-HR | 0001214659-25-014171 | $128.6M | View |
| Sep 25, 2025 | Q4 2022 | 13F-HR | 0001214659-25-014167 | $110.3M | View |
| Sep 25, 2025 | Q4 2021 | 13F-HR | 0001214659-25-014163 | $117.5M | View |
| Oct 6, 2025 | Q3 2025 | 13F-HR | 0001214659-25-014655 | $169.5M | View |
| Sep 25, 2025 | Q3 2024 | 13F-HR | 0001214659-25-014174 | $146.8M | View |
| Sep 25, 2025 | Q3 2023 | 13F-HR | 0001214659-25-014170 | $115.8M | View |
| Sep 25, 2025 | Q3 2022 | 13F-HR | 0001214659-25-014166 | $104.9M | View |
| Sep 25, 2025 | Q3 2021 | 13F-HR | 0001214659-25-014162 | $110.0M | View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008349 | $201.2M | View |
| Sep 25, 2025 | Q2 2025 | 13F-HR | 0001214659-25-014177 | $159.1M | View |
| Sep 25, 2025 | Q2 2024 | 13F-HR | 0001214659-25-014173 | $139.0M | View |
| Sep 25, 2025 | Q2 2023 | 13F-HR | 0001214659-25-014169 | $122.1M | View |
| Sep 25, 2025 | Q2 2022 | 13F-HR | 0001214659-25-014165 | $107.4M | View |
| Sep 25, 2025 | Q2 2021 | 13F-HR | 0001214659-25-014161 | $117.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004434 | $176.2M | View |
| Sep 25, 2025 | Q1 2025 | 13F-HR | 0001214659-25-014176 | $148.3M | View |
| Sep 25, 2025 | Q1 2024 | 13F-HR | 0001214659-25-014172 | $138.8M | View |
| Sep 25, 2025 | Q1 2023 | 13F-HR | 0001214659-25-014168 | $115.3M | View |
| Sep 25, 2025 | Q1 2022 | 13F-HR | 0001214659-25-014164 | $116.4M | View |