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Disclosery

BEACON FINANCIAL GROUP: DUK position timeline

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

BEACON FINANCIAL GROUP held 34,449 DUK 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 34,449 shares
    Change vs previous 13F -1,431 shares

    0.4% of the 13F portfolio, value $4,360,615.

    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 35,880 shares
    Change vs previous 13F -1,779 shares

    0.47% of the 13F portfolio, value $4,698,150.

    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 37,659 shares
    Change vs previous 13F -1,578 shares

    0.44% of the 13F portfolio, value $4,414,030.

    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 39,237 shares
    Change vs previous 13F -2,329 shares

    0.48% of the 13F portfolio, value $4,855,628.

    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 41,566 shares
    Change vs previous 13F -2,368 shares

    0.51% of the 13F portfolio, value $4,904,765.

    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 43,934 shares
    Change vs previous 13F -2,710 shares

    0.59% of the 13F portfolio, value $5,358,662.

    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 46,644 shares
    Change vs previous 13F -482 shares

    0.54% of the 13F portfolio, value $5,025,388.

    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 47,126 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,433,603.

    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).