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Disclosery

BEACON FINANCIAL GROUP: FDL position timeline

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

BEACON FINANCIAL GROUP held 477,704 FDL 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 477,704 shares
    Change vs previous 13F +5,718 shares

    2.11% of the 13F portfolio, value $23,245,063.

    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 471,986 shares
    Change vs previous 13F -19,258 shares

    2.39% of the 13F portfolio, value $23,976,891.

    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 491,244 shares
    Change vs previous 13F -3,238 shares

    2.17% of the 13F portfolio, value $21,781,762.

    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 494,482 shares
    Change vs previous 13F -6,646 shares

    2.11% of the 13F portfolio, value $21,465,467.

    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 501,128 shares
    Change vs previous 13F -14,055 shares

    2.18% of the 13F portfolio, value $20,982,229.

    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 515,183 shares
    Change vs previous 13F -18,034 shares

    2.44% of the 13F portfolio, value $22,379,565.

    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 533,217 shares
    Change vs previous 13F +4,083 shares

    2.31% of the 13F portfolio, value $21,467,303.

    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 529,134 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $22,197,181.

    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).