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BEACON FINANCIAL GROUP: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL GROUP on AAPL, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL GROUP held 45,697 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,697 shares
    Change vs previous 13F +2,378 shares

    1.2% of the 13F portfolio, value $13,222,809.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,319 shares
    Change vs previous 13F -1,372 shares

    1.1% of the 13F portfolio, value $10,993,894.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,691 shares
    Change vs previous 13F -787 shares

    1.21% of the 13F portfolio, value $12,149,673.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,478 shares
    Change vs previous 13F +1,454 shares

    1.14% of the 13F portfolio, value $11,580,055.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,024 shares
    Change vs previous 13F -333 shares

    0.94% of the 13F portfolio, value $9,032,488.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,357 shares
    Change vs previous 13F +1,280 shares

    1.08% of the 13F portfolio, value $9,853,013.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,077 shares
    Change vs previous 13F -1,686 shares

    1.17% of the 13F portfolio, value $10,825,720.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,763 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,429,709.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).