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Disclosery

BEACON FINANCIAL GROUP: BOXX position timeline

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

BEACON FINANCIAL GROUP held 83,819 BOXX 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 83,819 shares
    Change vs previous 13F +14,764 shares

    0.89% of the 13F portfolio, value $9,814,411.

    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 69,055 shares
    Change vs previous 13F +37,813 shares

    0.8% of the 13F portfolio, value $8,030,450.

    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 31,242 shares
    Change vs previous 13F -3,557 shares

    0.36% of the 13F portfolio, value $3,595,998.

    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 34,799 shares
    Change vs previous 13F +1,026 shares

    0.39% of the 13F portfolio, value $3,962,257.

    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 33,773 shares
    Change vs previous 13F +5,079 shares

    0.4% of the 13F portfolio, value $3,805,584.

    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 28,694 shares
    Change vs previous 13F +4,225 shares

    0.35% of the 13F portfolio, value $3,199,136.

    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 24,469 shares
    Change vs previous 13F +5,800 shares

    0.29% of the 13F portfolio, value $2,698,483.

    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 18,669 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,033,655.

    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).