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Disclosery

BEACON FINANCIAL GROUP: AVUS position timeline

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

BEACON FINANCIAL GROUP held 17,338 AVUS 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 17,338 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $2,220,642.

    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 17,336 shares
    Change vs previous 13F -151 shares

    0.19% of the 13F portfolio, value $1,927,446.

    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 17,487 shares
    Change vs previous 13F +22 shares

    0.19% of the 13F portfolio, value $1,954,681.

    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 17,465 shares
    Change vs previous 13F -51 shares

    0.19% of the 13F portfolio, value $1,898,433.

    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 17,516 shares
    Change vs previous 13F -1,594 shares

    0.18% of the 13F portfolio, value $1,765,922.

    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 19,110 shares
    Change vs previous 13F -181 shares

    0.19% of the 13F portfolio, value $1,765,424.

    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 19,291 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $1,869,880.

    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 19,283 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,834,818.

    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).