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Disclosery

BEACON FINANCIAL GROUP: APD position timeline

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

BEACON FINANCIAL GROUP held 12,152 APD 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 12,152 shares
    Change vs previous 13F +348 shares

    0.32% of the 13F portfolio, value $3,562,613.

    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 11,804 shares
    Change vs previous 13F -1,060 shares

    0.34% of the 13F portfolio, value $3,428,906.

    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 12,864 shares
    Change vs previous 13F -1,998 shares

    0.32% of the 13F portfolio, value $3,177,787.

    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 14,862 shares
    Change vs previous 13F -1,426 shares

    0.4% of the 13F portfolio, value $4,053,128.

    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 16,288 shares
    Change vs previous 13F -442 shares

    0.48% of the 13F portfolio, value $4,594,301.

    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 16,730 shares
    Change vs previous 13F -1,674 shares

    0.54% of the 13F portfolio, value $4,933,959.

    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 18,404 shares
    Change vs previous 13F -456 shares

    0.57% of the 13F portfolio, value $5,337,792.

    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 18,860 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,615,256.

    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).