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Disclosery

BEACON FINANCIAL GROUP: BALI position timeline

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

BEACON FINANCIAL GROUP held 82,531 BALI 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 82,531 shares
    Change vs previous 13F +21,250 shares

    0.25% of the 13F portfolio, value $2,792,021.

    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 61,281 shares
    Change vs previous 13F +429 shares

    0.19% of the 13F portfolio, value $1,888,075.

    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 60,852 shares
    Change vs previous 13F +1,734 shares

    0.19% of the 13F portfolio, value $1,927,797.

    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 59,118 shares
    Change vs previous 13F -284 shares

    0.18% of the 13F portfolio, value $1,876,409.

    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 59,402 shares
    Change vs previous 13F +15,311 shares

    0.19% of the 13F portfolio, value $1,788,601.

    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 44,091 shares
    Change vs previous 13F -3,678 shares

    0.14% of the 13F portfolio, value $1,269,375.

    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 47,769 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,445,015.

    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).