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Disclosery

BEACON FINANCIAL GROUP: FLOT position timeline

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

BEACON FINANCIAL GROUP held 80,246 FLOT 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 80,246 shares
    Change vs previous 13F +20,436 shares

    0.37% of the 13F portfolio, value $4,096,542.

    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 59,810 shares
    Change vs previous 13F +11,133 shares

    0.3% of the 13F portfolio, value $3,047,324.

    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 48,677 shares
    Change vs previous 13F -5,903 shares

    0.25% of the 13F portfolio, value $2,475,723.

    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 54,580 shares
    Change vs previous 13F -3,027 shares

    0.27% of the 13F portfolio, value $2,788,200.

    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 57,607 shares
    Change vs previous 13F -14,889 shares

    0.31% of the 13F portfolio, value $2,939,133.

    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 72,496 shares
    Change vs previous 13F -142,828 shares

    0.4% of the 13F portfolio, value $3,700,926.

    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 215,324 shares
    Change vs previous 13F -20,544 shares

    1.18% of the 13F portfolio, value $10,955,688.

    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 235,868 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $12,038,706.

    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).