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Disclosery

BEACON FINANCIAL GROUP: CAH position timeline

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

BEACON FINANCIAL GROUP held 1,571 CAH 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 1,571 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $373,188.

    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 1,554 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $328,359.

    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 1,556 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $319,742.

    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 1,541 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $241,863.

    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 1,574 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $264,419.

    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 1,467 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,098.

    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).