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Disclosery

BEACON FINANCIAL GROUP: AGGY position timeline

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

BEACON FINANCIAL GROUP held 15,784 AGGY 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 15,784 shares
    Change vs previous 13F +906 shares

    0.06% of the 13F portfolio, value $686,288.

    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 14,878 shares
    Change vs previous 13F +237 shares

    0.06% of the 13F portfolio, value $646,449.

    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 14,641 shares
    Change vs previous 13F -2,017 shares

    0.06% of the 13F portfolio, value $644,935.

    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 16,658 shares
    Change vs previous 13F -62,977 shares

    0.07% of the 13F portfolio, value $737,450.

    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 79,635 shares
    Change vs previous 13F -15,966 shares

    0.36% of the 13F portfolio, value $3,474,478.

    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 95,601 shares
    Change vs previous 13F -1,049 shares

    0.45% of the 13F portfolio, value $4,151,951.

    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 96,650 shares
    Change vs previous 13F -82,887 shares

    0.45% of the 13F portfolio, value $4,148,218.

    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 179,537 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $8,027,099.

    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).