Skip to content
Disclosery

BEACON FINANCIAL GROUP: CGUS position timeline

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

BEACON FINANCIAL GROUP held 11,319 CGUS 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 11,319 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $503,458.

    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 11,473 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $440,777.

    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 11,402 shares
    Change vs previous 13F +2,513 shares

    0.05% of the 13F portfolio, value $458,686.

    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 8,889 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $351,470.

    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 8,979 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $331,576.

    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 8,976 shares
    Change vs previous 13F -3,211 shares

    0.03% of the 13F portfolio, value $299,803.

    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 12,187 shares
    Change vs previous 13F +319 shares

    0.05% of the 13F portfolio, value $426,184.

    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 11,868 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $406,828.

    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).