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Disclosery

BEACON FINANCIAL GROUP: CB position timeline

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

BEACON FINANCIAL GROUP held 9,794 CB 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 9,794 shares
    Change vs previous 13F -357 shares

    0.3% of the 13F portfolio, value $3,337,320.

    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 10,151 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,308,515.

    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).