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BEACON FINANCIAL GROUP: BSCQ position timeline

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

BEACON FINANCIAL GROUP held 95,805 BSCQ 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 95,805 shares
    Change vs previous 13F -26,430 shares

    0.17% of the 13F portfolio, value $1,870,593.

    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 122,235 shares
    Change vs previous 13F +5,123 shares

    0.24% of the 13F portfolio, value $2,387,250.

    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 117,112 shares
    Change vs previous 13F -29,925 shares

    0.23% of the 13F portfolio, value $2,292,467.

    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 147,037 shares
    Change vs previous 13F +9,917 shares

    0.28% of the 13F portfolio, value $2,876,044.

    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 137,120 shares
    Change vs previous 13F +27,288 shares

    0.28% of the 13F portfolio, value $2,676,582.

    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 109,832 shares
    Change vs previous 13F +3,551 shares

    0.23% of the 13F portfolio, value $2,139,527.

    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 106,281 shares
    Change vs previous 13F -1,069 shares

    0.22% of the 13F portfolio, value $2,065,040.

    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 107,350 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,099,766.

    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).