BEACON FINANCIAL PLANNING, INC SEC EDGAR Filings (CIK 0001966066)

SEC EDGAR filings, ownership reports, and insider transactions for BEACON FINANCIAL PLANNING, INC.

Business address
540 Main Street, Suite 14, Hyannis, MA, 02601
Top securities (13F)
IVV, QQQ, BRKB, FNDF, IJH, GTO, AKRE, TSLA, VB, SCHD, WELL, QUAL, XSHQ, HYDB, DYNF, IXUS, SOXX, VFQY, NVDA, and VIGI
State of incorporation
MA
Fiscal year end
31 December
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BEACON FINANCIAL PLANNING, INC has filed 15 SEC EDGAR filings since 16 Feb 2023

Latest Filings

Recent SEC filings for BEACON FINANCIAL PLANNING, INC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2025 30 Sep 2025 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-23117
N-PX Open N-PX document View SEC filing for N-PX 11 Jul 2025 30 Jun 2025 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2025 31 Mar 2025 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2025 31 Dec 2024 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-23117
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2024 30 Jun 2024 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2024 30 Jun 2024 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2024 31 Mar 2024 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2024 31 Dec 2023 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2023 30 Sep 2023 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2023 30 Jun 2023 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-23117
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2023 31 Dec 2022 028-23117

About this filer

BEACON FINANCIAL PLANNING, INC files with the SEC under CIK 0001966066. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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