Beacon Capital Management, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1921487
FRANKLIN, TN
Position in AGGH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,523,339
-$762,665 QoQ
Shares Held
74,857
-32.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,523,339 | 74,857 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,286,004 | 110,435 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,506,647 | 314,179 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||