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BEACON FINANCIAL GROUP: BNDX position timeline

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

BEACON FINANCIAL GROUP held 135,978 BNDX 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 135,978 shares
    Change vs previous 13F +18,125 shares

    0.6% of the 13F portfolio, value $6,585,392.

    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 117,853 shares
    Change vs previous 13F +13,366 shares

    0.56% of the 13F portfolio, value $5,662,859.

    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 104,487 shares
    Change vs previous 13F +239 shares

    0.5% of the 13F portfolio, value $5,048,832.

    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 104,248 shares
    Change vs previous 13F +9,429 shares

    0.51% of the 13F portfolio, value $5,156,112.

    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 94,819 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,694,490.

    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).