Skip to content
Disclosery

BEACON FINANCIAL GROUP: CLS position timeline

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

BEACON FINANCIAL GROUP held 1,025 CLS 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 1,025 shares
    Change vs previous 13F +240 shares

    0.03% of the 13F portfolio, value $373,920.

    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 785 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $221,119.

    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 762 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,255.

    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).