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Disclosery

BEACON FINANCIAL GROUP: FIXD position timeline

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

BEACON FINANCIAL GROUP held 15,708 FIXD 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 15,708 shares
    Change vs previous 13F -2,885 shares

    0.06% of the 13F portfolio, value $685,034.

    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 18,593 shares
    Change vs previous 13F -517 shares

    0.08% of the 13F portfolio, value $810,469.

    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 19,110 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $846,953.

    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 19,257 shares
    Change vs previous 13F -18,307 shares

    0.08% of the 13F portfolio, value $855,406.

    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 37,564 shares
    Change vs previous 13F -322 shares

    0.17% of the 13F portfolio, value $1,648,696.

    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 37,886 shares
    Change vs previous 13F -1,670 shares

    0.18% of the 13F portfolio, value $1,660,906.

    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 39,556 shares
    Change vs previous 13F -295 shares

    0.18% of the 13F portfolio, value $1,699,722.

    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 39,851 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,802,843.

    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).