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BEACON FINANCIAL GROUP: EMLP position timeline

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

BEACON FINANCIAL GROUP held 106,888 EMLP 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 106,888 shares
    Change vs previous 13F -3,164 shares

    0.42% of the 13F portfolio, value $4,649,607.

    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 110,052 shares
    Change vs previous 13F -4,438 shares

    0.48% of the 13F portfolio, value $4,804,883.

    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 114,490 shares
    Change vs previous 13F -5,286 shares

    0.43% of the 13F portfolio, value $4,335,730.

    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 119,776 shares
    Change vs previous 13F -7,845 shares

    0.45% of the 13F portfolio, value $4,586,233.

    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 127,621 shares
    Change vs previous 13F -8,067 shares

    0.5% of the 13F portfolio, value $4,787,055.

    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 135,688 shares
    Change vs previous 13F -7,503 shares

    0.56% of the 13F portfolio, value $5,086,934.

    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 143,191 shares
    Change vs previous 13F -2,187 shares

    0.55% of the 13F portfolio, value $5,104,758.

    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 145,378 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,884,691.

    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).