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Disclosery

BEACON FINANCIAL GROUP: BIL position timeline

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

BEACON FINANCIAL GROUP held 231,926 BIL 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 231,926 shares
    Change vs previous 13F -17,740 shares

    1.93% of the 13F portfolio, value $21,253,655.

    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 249,666 shares
    Change vs previous 13F -13,491 shares

    2.28% of the 13F portfolio, value $22,879,372.

    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 263,157 shares
    Change vs previous 13F +34,835 shares

    2.39% of the 13F portfolio, value $24,047,298.

    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 228,322 shares
    Change vs previous 13F -19,769 shares

    2.06% of the 13F portfolio, value $20,948,558.

    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 248,091 shares
    Change vs previous 13F -29,376 shares

    2.37% of the 13F portfolio, value $22,757,397.

    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 277,467 shares
    Change vs previous 13F +2,868 shares

    2.78% of the 13F portfolio, value $25,452,040.

    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 274,599 shares
    Change vs previous 13F +16,687 shares

    2.7% of the 13F portfolio, value $25,106,550.

    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 257,912 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $23,678,904.

    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).