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Disclosery

BEACON FINANCIAL GROUP: BNY position timeline

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

BEACON FINANCIAL GROUP held 17,351 BNY 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 17,351 shares
    Change vs previous 13F +27 shares

    0.23% of the 13F portfolio, value $2,509,114.

    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 17,324 shares
    Change vs previous 13F +165 shares

    0.2% of the 13F portfolio, value $2,055,164.

    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 17,159 shares
    Change vs previous 13F -281 shares

    0.2% of the 13F portfolio, value $1,991,970.

    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 17,440 shares
    Change vs previous 13F -3 shares

    0.19% of the 13F portfolio, value $1,900,270.

    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 17,443 shares
    Change vs previous 13F -250 shares

    0.17% of the 13F portfolio, value $1,589,238.

    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 17,693 shares
    Change vs previous 13F +666 shares

    0.16% of the 13F portfolio, value $1,483,874.

    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 17,027 shares
    Change vs previous 13F -232 shares

    0.14% of the 13F portfolio, value $1,308,212.

    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 17,259 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,240,216.

    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).