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Disclosery

BEACON FINANCIAL GROUP: DEM position timeline

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

BEACON FINANCIAL GROUP held 24,138 DEM 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 24,138 shares
    Change vs previous 13F -3,797 shares

    0.12% of the 13F portfolio, value $1,298,360.

    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 27,935 shares
    Change vs previous 13F -585 shares

    0.14% of the 13F portfolio, value $1,388,072.

    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 28,520 shares
    Change vs previous 13F -2,039 shares

    0.13% of the 13F portfolio, value $1,332,169.

    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 30,559 shares
    Change vs previous 13F -4,653 shares

    0.14% of the 13F portfolio, value $1,405,398.

    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 35,212 shares
    Change vs previous 13F -4,816 shares

    0.17% of the 13F portfolio, value $1,594,773.

    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 40,028 shares
    Change vs previous 13F -7,537 shares

    0.18% of the 13F portfolio, value $1,684,394.

    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 47,565 shares
    Change vs previous 13F -4,080 shares

    0.21% of the 13F portfolio, value $1,925,917.

    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 51,645 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,272,891.

    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).