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Disclosery

BEACON FINANCIAL GROUP: DGRW position timeline

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

BEACON FINANCIAL GROUP held 580,499 DGRW 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 580,499 shares
    Change vs previous 13F +5,807 shares

    5.04% of the 13F portfolio, value $55,507,360.

    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 574,692 shares
    Change vs previous 13F -3,448 shares

    5.04% of the 13F portfolio, value $50,480,930.

    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 578,140 shares
    Change vs previous 13F -16,704 shares

    5.14% of the 13F portfolio, value $51,703,075.

    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 594,844 shares
    Change vs previous 13F -29,409 shares

    5.2% of the 13F portfolio, value $52,917,341.

    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 624,253 shares
    Change vs previous 13F -15,444 shares

    5.44% of the 13F portfolio, value $52,274,956.

    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 639,697 shares
    Change vs previous 13F -39,106 shares

    5.58% of the 13F portfolio, value $51,086,231.

    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 678,803 shares
    Change vs previous 13F -8,445 shares

    5.91% of the 13F portfolio, value $54,935,503.

    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 687,248 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $57,185,878.

    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).