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Disclosery

BEACON FINANCIAL GROUP: COP position timeline

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

BEACON FINANCIAL GROUP held 11,663 COP 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 11,663 shares
    Change vs previous 13F +256 shares

    0.11% of the 13F portfolio, value $1,212,486.

    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 11,407 shares
    Change vs previous 13F +233 shares

    0.15% of the 13F portfolio, value $1,505,779.

    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 11,174 shares
    Change vs previous 13F +153 shares

    0.1% of the 13F portfolio, value $1,046,023.

    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 11,021 shares
    Change vs previous 13F -358 shares

    0.1% of the 13F portfolio, value $1,042,491.

    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 11,379 shares
    Change vs previous 13F +192 shares

    0.11% of the 13F portfolio, value $1,021,195.

    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 11,187 shares
    Change vs previous 13F -9,003 shares

    0.13% of the 13F portfolio, value $1,174,833.

    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 20,190 shares
    Change vs previous 13F -4,028 shares

    0.22% of the 13F portfolio, value $2,002,233.

    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 24,218 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,549,671.

    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).