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BEACON FINANCIAL GROUP: EPS position timeline

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

BEACON FINANCIAL GROUP held 37,449 EPS 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 37,449 shares
    Change vs previous 13F -509 shares

    0.26% of the 13F portfolio, value $2,913,185.

    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 37,958 shares
    Change vs previous 13F -587 shares

    0.26% of the 13F portfolio, value $2,585,343.

    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 38,545 shares
    Change vs previous 13F -321 shares

    0.27% of the 13F portfolio, value $2,731,323.

    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 38,866 shares
    Change vs previous 13F -7,091 shares

    0.26% of the 13F portfolio, value $2,679,409.

    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 45,957 shares
    Change vs previous 13F -36 shares

    0.31% of the 13F portfolio, value $2,941,695.

    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 45,993 shares
    Change vs previous 13F -3,140 shares

    0.3% of the 13F portfolio, value $2,726,453.

    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 49,133 shares
    Change vs previous 13F -2,470 shares

    0.32% of the 13F portfolio, value $3,005,944.

    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 51,603 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,098,253.

    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).