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Disclosery

BEACON FINANCIAL GROUP: ADI position timeline

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

BEACON FINANCIAL GROUP held 7,530 ADI 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 7,530 shares
    Change vs previous 13F -315 shares

    0.27% of the 13F portfolio, value $2,990,823.

    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 7,845 shares
    Change vs previous 13F +109 shares

    0.25% of the 13F portfolio, value $2,495,833.

    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 7,736 shares
    Change vs previous 13F +133 shares

    0.21% of the 13F portfolio, value $2,097,910.

    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 7,603 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $1,868,122.

    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 7,612 shares
    Change vs previous 13F -190 shares

    0.19% of the 13F portfolio, value $1,811,767.

    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 7,802 shares
    Change vs previous 13F +100 shares

    0.17% of the 13F portfolio, value $1,573,502.

    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 7,702 shares
    Change vs previous 13F -21 shares

    0.18% of the 13F portfolio, value $1,636,335.

    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 7,723 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,777,492.

    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).