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Disclosery

BEACON FINANCIAL GROUP: BIDD position timeline

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

BEACON FINANCIAL GROUP held 72,614 BIDD 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 72,614 shares
    Change vs previous 13F -4,699 shares

    0.2% of the 13F portfolio, value $2,179,872.

    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 77,313 shares
    Change vs previous 13F -318 shares

    0.22% of the 13F portfolio, value $2,198,009.

    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 77,631 shares
    Change vs previous 13F -645,459 shares

    0.22% of the 13F portfolio, value $2,237,325.

    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 723,090 shares
    Change vs previous 13F -221,118 shares

    1.99% of the 13F portfolio, value $20,235,904.

    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 944,208 shares
    Change vs previous 13F +121,972 shares

    2.68% of the 13F portfolio, value $25,757,991.

    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 822,236 shares
    Change vs previous 13F -31,425 shares

    2.32% of the 13F portfolio, value $21,287,702.

    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 853,661 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $21,059,817.

    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).