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Manager record

Beacon Hill Wealth Management Ltd.

CIK 2147314 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$164.28MReported 13F valueQ3 2026 · as filed
24Holdings listed
+13.8%vs prior quartervalue change includes market moves
2Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $144.3M$144.3MQ2 202627 holdingsQ3 2026: $164.3M$164.3MQ3 202624 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$164.28M · 24 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$144.35M · 27 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology