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Disclosery

BEACON FINANCIAL GROUP: DOC position timeline

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

BEACON FINANCIAL GROUP held 13,536 DOC 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 13,536 shares
    Change vs previous 13F -1,114 shares

    0.03% of the 13F portfolio, value $289,673.

    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 14,650 shares
    Change vs previous 13F +2,016 shares

    0.02% of the 13F portfolio, value $240,698.

    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 12,634 shares
    Change vs previous 13F -3,895 shares

    0.02% of the 13F portfolio, value $203,151.

    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 16,529 shares
    Change vs previous 13F +4,772 shares

    0.03% of the 13F portfolio, value $316,535.

    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 11,757 shares
    Change vs previous 13F -1,258 shares

    0.02% of the 13F portfolio, value $205,866.

    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 13,015 shares
    Change vs previous 13F -1,239 shares

    0.03% of the 13F portfolio, value $263,159.

    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 14,254 shares
    Change vs previous 13F -2,636 shares

    0.03% of the 13F portfolio, value $288,935.

    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 16,890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $386,264.

    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).