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Disclosery

BEACON FINANCIAL GROUP: DELL position timeline

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

BEACON FINANCIAL GROUP held 937 DELL 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 937 shares
    Change vs previous 13F +937 shares

    0.04% of the 13F portfolio, value $404,278.

    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 0 shares
    Change vs previous 13F -3,028 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 3,028 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $381,153.

    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 3,033 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $429,918.

    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 3,011 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $369,151.

    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 3,372 shares
    Change vs previous 13F -560 shares

    0.03% of the 13F portfolio, value $307,388.

    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 3,932 shares
    Change vs previous 13F -77 shares

    0.05% of the 13F portfolio, value $453,102.

    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 4,009 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $475,271.

    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).