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Disclosery

BEACON FINANCIAL GROUP: DON position timeline

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

BEACON FINANCIAL GROUP held 76,334 DON 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 76,334 shares
    Change vs previous 13F -8,659 shares

    0.39% of the 13F portfolio, value $4,314,381.

    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 84,993 shares
    Change vs previous 13F -1,983 shares

    0.45% of the 13F portfolio, value $4,465,554.

    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 86,976 shares
    Change vs previous 13F -4,136 shares

    0.45% of the 13F portfolio, value $4,487,980.

    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 91,112 shares
    Change vs previous 13F -13,606 shares

    0.47% of the 13F portfolio, value $4,765,149.

    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 104,718 shares
    Change vs previous 13F -6,942 shares

    0.55% of the 13F portfolio, value $5,248,474.

    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 111,660 shares
    Change vs previous 13F -13,425 shares

    0.6% of the 13F portfolio, value $5,529,391.

    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 125,085 shares
    Change vs previous 13F -10,443 shares

    0.69% of the 13F portfolio, value $6,375,558.

    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 135,528 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,929,560.

    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).