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Disclosery

BEACON FINANCIAL GROUP: EFG position timeline

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

BEACON FINANCIAL GROUP held 4,446 EFG 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 4,446 shares
    Change vs previous 13F -382 shares

    0.05% of the 13F portfolio, value $553,171.

    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 4,828 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $537,694.

    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 4,723 shares
    Change vs previous 13F -491 shares

    0.05% of the 13F portfolio, value $538,044.

    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 5,214 shares
    Change vs previous 13F -1,273 shares

    0.06% of the 13F portfolio, value $593,812.

    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 6,487 shares
    Change vs previous 13F -844 shares

    0.08% of the 13F portfolio, value $726,585.

    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 7,331 shares
    Change vs previous 13F -907 shares

    0.08% of the 13F portfolio, value $733,137.

    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 8,238 shares
    Change vs previous 13F +1,372 shares

    0.09% of the 13F portfolio, value $797,721.

    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 6,866 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $739,164.

    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).