Skip to content
Disclosery

BEACON FINANCIAL GROUP: DWM position timeline

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

BEACON FINANCIAL GROUP held 6,677 DWM 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 6,677 shares
    Change vs previous 13F -993 shares

    0.04% of the 13F portfolio, value $488,845.

    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 7,670 shares
    Change vs previous 13F -601 shares

    0.05% of the 13F portfolio, value $536,031.

    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 8,271 shares
    Change vs previous 13F -290 shares

    0.06% of the 13F portfolio, value $568,680.

    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 8,561 shares
    Change vs previous 13F -1,171 shares

    0.06% of the 13F portfolio, value $566,915.

    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 9,732 shares
    Change vs previous 13F -1,122 shares

    0.06% of the 13F portfolio, value $618,582.

    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 10,854 shares
    Change vs previous 13F -3,852 shares

    0.07% of the 13F portfolio, value $631,205.

    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 14,706 shares
    Change vs previous 13F -1,231 shares

    0.08% of the 13F portfolio, value $774,921.

    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 15,937 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $917,259.

    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).