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Disclosery

BEACON FINANCIAL GROUP: CGDV position timeline

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

BEACON FINANCIAL GROUP held 8,721 CGDV 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 8,721 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $429,771.

    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 8,802 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $374,437.

    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 8,802 shares
    Change vs previous 13F +552 shares

    0.04% of the 13F portfolio, value $384,119.

    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 8,250 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $346,748.

    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 8,250 shares
    Change vs previous 13F +692 shares

    0.03% of the 13F portfolio, value $325,793.

    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 7,558 shares
    Change vs previous 13F +247 shares

    0.03% of the 13F portfolio, value $269,367.

    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 7,311 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,786.

    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).