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Disclosery

BEACON FINANCIAL GROUP: AVUV position timeline

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

BEACON FINANCIAL GROUP held 17,489 AVUV 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 17,489 shares
    Change vs previous 13F -293 shares

    0.2% of the 13F portfolio, value $2,181,928.

    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 17,782 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $1,964,349.

    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 17,795 shares
    Change vs previous 13F +1,075 shares

    0.18% of the 13F portfolio, value $1,814,758.

    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 16,720 shares
    Change vs previous 13F -7,608 shares

    0.16% of the 13F portfolio, value $1,664,140.

    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 24,328 shares
    Change vs previous 13F -7,125 shares

    0.23% of the 13F portfolio, value $2,216,255.

    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 31,453 shares
    Change vs previous 13F -4,611 shares

    0.3% of the 13F portfolio, value $2,741,726.

    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 36,064 shares
    Change vs previous 13F +1,881 shares

    0.37% of the 13F portfolio, value $3,481,242.

    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 34,183 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,279,894.

    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).