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Disclosery

BEACON FINANCIAL GROUP: DES position timeline

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

BEACON FINANCIAL GROUP held 57,354 DES 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 57,354 shares
    Change vs previous 13F -6,880 shares

    0.21% of the 13F portfolio, value $2,333,174.

    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 64,234 shares
    Change vs previous 13F -2,350 shares

    0.23% of the 13F portfolio, value $2,308,586.

    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 66,584 shares
    Change vs previous 13F -1,651 shares

    0.22% of the 13F portfolio, value $2,227,238.

    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 68,235 shares
    Change vs previous 13F -6,778 shares

    0.23% of the 13F portfolio, value $2,298,151.

    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 75,013 shares
    Change vs previous 13F -5,599 shares

    0.25% of the 13F portfolio, value $2,382,411.

    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 80,612 shares
    Change vs previous 13F -10,985 shares

    0.28% of the 13F portfolio, value $2,576,356.

    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 91,597 shares
    Change vs previous 13F -6,117 shares

    0.34% of the 13F portfolio, value $3,146,342.

    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 97,714 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,370,144.

    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).