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Disclosery

BEACON FINANCIAL GROUP: ESGU position timeline

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

BEACON FINANCIAL GROUP held 14,809 ESGU 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 14,809 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $2,423,789.

    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 14,821 shares
    Change vs previous 13F +194 shares

    0.21% of the 13F portfolio, value $2,095,986.

    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 14,627 shares
    Change vs previous 13F +39 shares

    0.22% of the 13F portfolio, value $2,179,131.

    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 14,588 shares
    Change vs previous 13F -749 shares

    0.21% of the 13F portfolio, value $2,124,013.

    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 15,337 shares
    Change vs previous 13F -41 shares

    0.22% of the 13F portfolio, value $2,075,096.

    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 15,378 shares
    Change vs previous 13F -73 shares

    0.2% of the 13F portfolio, value $1,874,732.

    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 15,451 shares
    Change vs previous 13F -2 shares

    0.21% of the 13F portfolio, value $1,990,398.

    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 15,453 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,949,860.

    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).