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Disclosery

BEACON FINANCIAL GROUP: CGGR position timeline

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

BEACON FINANCIAL GROUP held 179,197 CGGR 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 179,197 shares
    Change vs previous 13F -67,096 shares

    0.77% of the 13F portfolio, value $8,458,087.

    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 246,293 shares
    Change vs previous 13F -56,083 shares

    0.99% of the 13F portfolio, value $9,898,504.

    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 302,376 shares
    Change vs previous 13F +1,793 shares

    1.34% of the 13F portfolio, value $13,446,650.

    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 300,583 shares
    Change vs previous 13F +53,475 shares

    1.3% of the 13F portfolio, value $13,201,611.

    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 247,108 shares
    Change vs previous 13F +54,319 shares

    1.05% of the 13F portfolio, value $10,044,945.

    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 192,789 shares
    Change vs previous 13F -9,467 shares

    0.72% of the 13F portfolio, value $6,603,027.

    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 202,256 shares
    Change vs previous 13F +18,639 shares

    0.81% of the 13F portfolio, value $7,517,860.

    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 183,617 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,388,018.

    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).