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BEACON FINANCIAL GROUP: AMZN position timeline

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

BEACON FINANCIAL GROUP held 30,133 AMZN 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 30,133 shares
    Change vs previous 13F +1,495 shares

    0.65% of the 13F portfolio, value $7,181,939.

    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 28,638 shares
    Change vs previous 13F -3,063 shares

    0.59% of the 13F portfolio, value $5,964,471.

    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 31,701 shares
    Change vs previous 13F -2,060 shares

    0.73% of the 13F portfolio, value $7,317,264.

    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 33,761 shares
    Change vs previous 13F +1,305 shares

    0.73% of the 13F portfolio, value $7,412,940.

    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 32,456 shares
    Change vs previous 13F +1,691 shares

    0.74% of the 13F portfolio, value $7,120,559.

    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 30,765 shares
    Change vs previous 13F +6,946 shares

    0.64% of the 13F portfolio, value $5,853,381.

    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 23,819 shares
    Change vs previous 13F -505 shares

    0.56% of the 13F portfolio, value $5,225,687.

    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 24,324 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,532,322.

    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).