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Disclosery

BEACON FINANCIAL GROUP: BALT position timeline

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

BEACON FINANCIAL GROUP held 136,483 BALT 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 136,483 shares
    Change vs previous 13F +1,762 shares

    0.43% of the 13F portfolio, value $4,677,272.

    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 134,721 shares
    Change vs previous 13F -101 shares

    0.45% of the 13F portfolio, value $4,508,438.

    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 134,822 shares
    Change vs previous 13F +17,128 shares

    0.45% of the 13F portfolio, value $4,517,885.

    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 117,694 shares
    Change vs previous 13F +7,969 shares

    0.38% of the 13F portfolio, value $3,862,717.

    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 109,725 shares
    Change vs previous 13F +34,882 shares

    0.37% of the 13F portfolio, value $3,519,978.

    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 74,843 shares
    Change vs previous 13F +56,957 shares

    0.26% of the 13F portfolio, value $2,348,573.

    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 17,886 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $561,978.

    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).