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Disclosery

BEACON FINANCIAL GROUP: FAUG position timeline

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

BEACON FINANCIAL GROUP held 26,481 FAUG 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 26,481 shares
    Change vs previous 13F -178 shares

    0.14% of the 13F portfolio, value $1,496,320.

    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 26,659 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,380,493.

    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 26,659 shares
    Change vs previous 13F -2,635 shares

    0.14% of the 13F portfolio, value $1,411,604.

    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 29,294 shares
    Change vs previous 13F -1,634 shares

    0.15% of the 13F portfolio, value $1,520,662.

    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 30,928 shares
    Change vs previous 13F -251 shares

    0.16% of the 13F portfolio, value $1,516,409.

    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 31,179 shares
    Change vs previous 13F -4,317 shares

    0.15% of the 13F portfolio, value $1,418,222.

    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 35,496 shares
    Change vs previous 13F -3,566 shares

    0.18% of the 13F portfolio, value $1,651,988.

    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 39,062 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,787,090.

    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).