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BEACON FINANCIAL GROUP: DFEB position timeline

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

BEACON FINANCIAL GROUP held 74,494 DFEB 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 74,494 shares
    Change vs previous 13F -2,440 shares

    0.34% of the 13F portfolio, value $3,761,386.

    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 76,934 shares
    Change vs previous 13F -5,340 shares

    0.36% of the 13F portfolio, value $3,644,368.

    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 82,274 shares
    Change vs previous 13F -4,300 shares

    0.39% of the 13F portfolio, value $3,926,251.

    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 86,574 shares
    Change vs previous 13F -7,707 shares

    0.4% of the 13F portfolio, value $4,028,839.

    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 94,281 shares
    Change vs previous 13F -5,916 shares

    0.44% of the 13F portfolio, value $4,209,117.

    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 100,197 shares
    Change vs previous 13F -7,879 shares

    0.46% of the 13F portfolio, value $4,223,300.

    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 108,076 shares
    Change vs previous 13F -6,434 shares

    0.5% of the 13F portfolio, value $4,613,761.

    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 114,510 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,779,644.

    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).