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Disclosery

BEACON FINANCIAL GROUP: COST position timeline

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

BEACON FINANCIAL GROUP held 849 COST 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 849 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $794,311.

    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 843 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $840,009.

    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 -118 shares

    0.07% of the 13F portfolio, value $657,116.

    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 880 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $814,994.

    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 905 shares
    Change vs previous 13F +87 shares

    0.09% of the 13F portfolio, value $896,083.

    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 818 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $773,562.

    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 853 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $781,275.

    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 858 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $760,991.

    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).