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Disclosery

BEACON FINANCIAL GROUP: BRK-B position timeline

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

BEACON FINANCIAL GROUP held 48,031 BRK-B 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 48,031 shares
    Change vs previous 13F +38 shares

    2.18% of the 13F portfolio, value $24,034,232.

    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 47,993 shares
    Change vs previous 13F +752 shares

    2.29% of the 13F portfolio, value $22,998,246.

    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 47,241 shares
    Change vs previous 13F +420 shares

    2.36% of the 13F portfolio, value $23,745,689.

    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 46,821 shares
    Change vs previous 13F -320 shares

    2.32% of the 13F portfolio, value $23,538,790.

    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 47,141 shares
    Change vs previous 13F -288 shares

    2.38% of the 13F portfolio, value $22,899,684.

    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 47,429 shares
    Change vs previous 13F -3 shares

    2.76% of the 13F portfolio, value $25,259,737.

    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 47,432 shares
    Change vs previous 13F -637 shares

    2.31% of the 13F portfolio, value $21,499,977.

    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 48,069 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $22,124,238.

    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).