Skip to content
Disclosery

BEACON FINANCIAL GROUP: EMB position timeline

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

BEACON FINANCIAL GROUP held 2,829 EMB 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 2,829 shares
    Change vs previous 13F -316 shares

    0.02% of the 13F portfolio, value $272,829.

    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 3,145 shares
    Change vs previous 13F -30,662 shares

    0.03% of the 13F portfolio, value $295,410.

    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 33,807 shares
    Change vs previous 13F +2,775 shares

    0.32% of the 13F portfolio, value $3,254,898.

    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 31,032 shares
    Change vs previous 13F +5,215 shares

    0.29% of the 13F portfolio, value $2,953,929.

    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 25,817 shares
    Change vs previous 13F +2,601 shares

    0.25% of the 13F portfolio, value $2,391,209.

    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 23,216 shares
    Change vs previous 13F +2,755 shares

    0.23% of the 13F portfolio, value $2,103,128.

    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 20,461 shares
    Change vs previous 13F +2,977 shares

    0.2% of the 13F portfolio, value $1,821,807.

    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 17,484 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,636,153.

    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).