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Disclosery

BEACON FINANCIAL GROUP: EFA position timeline

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

BEACON FINANCIAL GROUP held 10,602 EFA 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 10,602 shares
    Change vs previous 13F -3,392 shares

    0.1% of the 13F portfolio, value $1,101,336.

    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 13,994 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,359,237.

    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 13,994 shares
    Change vs previous 13F -965 shares

    0.13% of the 13F portfolio, value $1,343,844.

    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 14,959 shares
    Change vs previous 13F -519 shares

    0.14% of the 13F portfolio, value $1,396,722.

    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 15,478 shares
    Change vs previous 13F -378 shares

    0.14% of the 13F portfolio, value $1,383,578.

    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 15,856 shares
    Change vs previous 13F +9,679 shares

    0.14% of the 13F portfolio, value $1,295,911.

    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 6,177 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $467,043.

    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).