Position in HUM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$292,353
+$164,738 QoQ
Shares Held
736
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#632
of 919 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Beacon Financial Strategies CORP holds $404,272 across 4 Healthcare Plans names. HUM ranks #1 (72.3% of the industry book) .
All Filings in HUM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,353 | 736 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $127,615 | 736 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $188,511 | 736 | Shares | Sole | 2026-01-12 | |
| 2024-09-30 | $206,197 | 651 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $257,444 | 689 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $238,890 | 689 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $334,659 | 731 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $325,481 | 669 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $328,193 | 734 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $356,327 | 734 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $375,947 | 734 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $356,129 | 734 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $343,563 | 734 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $319,414 | 734 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $340,473 | 734 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $285,636 | 734 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $324,956 | 734 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||