Skip to content
Disclosery

BEACON FINANCIAL GROUP: BAI position timeline

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

BEACON FINANCIAL GROUP held 271,272 BAI 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 271,272 shares
    Change vs previous 13F -45,551 shares

    1.3% of the 13F portfolio, value $14,301,452.

    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 316,823 shares
    Change vs previous 13F +18,835 shares

    1.04% of the 13F portfolio, value $10,439,313.

    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 297,988 shares
    Change vs previous 13F +29,805 shares

    0.99% of the 13F portfolio, value $9,922,985.

    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 268,183 shares
    Change vs previous 13F +137,350 shares

    0.9% of the 13F portfolio, value $9,161,132.

    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 130,833 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,774,533.

    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).