Skip to content
Disclosery

BEACON FINANCIAL GROUP: AVGO position timeline

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

BEACON FINANCIAL GROUP held 21,699 AVGO 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 21,699 shares
    Change vs previous 13F +509 shares

    0.74% of the 13F portfolio, value $8,196,821.

    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 21,190 shares
    Change vs previous 13F +10,200 shares

    0.65% of the 13F portfolio, value $6,558,462.

    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 10,990 shares
    Change vs previous 13F -249 shares

    0.38% of the 13F portfolio, value $3,803,473.

    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 11,239 shares
    Change vs previous 13F +450 shares

    0.36% of the 13F portfolio, value $3,707,700.

    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 10,789 shares
    Change vs previous 13F +1,044 shares

    0.31% of the 13F portfolio, value $2,973,856.

    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 9,745 shares
    Change vs previous 13F +445 shares

    0.18% of the 13F portfolio, value $1,631,533.

    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 9,300 shares
    Change vs previous 13F -319 shares

    0.23% of the 13F portfolio, value $2,156,012.

    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 9,619 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,659,203.

    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).