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Disclosery

BEACON FINANCIAL GROUP: CVS position timeline

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

BEACON FINANCIAL GROUP held 5,262 CVS 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 5,262 shares
    Change vs previous 13F -114 shares

    0.05% of the 13F portfolio, value $544,308.

    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 5,376 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $386,087.

    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 5,566 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $441,699.

    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 5,548 shares
    Change vs previous 13F -540 shares

    0.04% of the 13F portfolio, value $418,246.

    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 6,088 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $419,934.

    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 6,278 shares
    Change vs previous 13F -6,026 shares

    0.05% of the 13F portfolio, value $425,306.

    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 12,304 shares
    Change vs previous 13F -2,769 shares

    0.06% of the 13F portfolio, value $552,317.

    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 15,073 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $947,785.

    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).