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Disclosery

BEACON FINANCIAL GROUP: DJAN position timeline

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

BEACON FINANCIAL GROUP held 62,673 DJAN 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 62,673 shares
    Change vs previous 13F -6,057 shares

    0.26% of the 13F portfolio, value $2,853,126.

    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 68,730 shares
    Change vs previous 13F +749 shares

    0.29% of the 13F portfolio, value $2,923,076.

    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 67,981 shares
    Change vs previous 13F -3,486 shares

    0.29% of the 13F portfolio, value $2,951,384.

    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 71,467 shares
    Change vs previous 13F -4,439 shares

    0.3% of the 13F portfolio, value $3,011,959.

    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 75,906 shares
    Change vs previous 13F -6,614 shares

    0.32% of the 13F portfolio, value $3,061,757.

    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 82,520 shares
    Change vs previous 13F -4,332 shares

    0.34% of the 13F portfolio, value $3,133,274.

    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 86,852 shares
    Change vs previous 13F -7,112 shares

    0.37% of the 13F portfolio, value $3,394,201.

    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 93,964 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,587,044.

    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).