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BEACON FINANCIAL GROUP: FLRN position timeline

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

BEACON FINANCIAL GROUP held 11,462 FLRN 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 11,462 shares
    Change vs previous 13F -1,352 shares

    0.03% of the 13F portfolio, value $353,593.

    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 12,814 shares
    Change vs previous 13F -881 shares

    0.04% of the 13F portfolio, value $394,415.

    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 13,695 shares
    Change vs previous 13F -1,459 shares

    0.04% of the 13F portfolio, value $420,850.

    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 15,154 shares
    Change vs previous 13F -2,782 shares

    0.05% of the 13F portfolio, value $467,649.

    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 17,936 shares
    Change vs previous 13F -6,212 shares

    0.06% of the 13F portfolio, value $552,972.

    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 24,148 shares
    Change vs previous 13F -149,926 shares

    0.08% of the 13F portfolio, value $744,235.

    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 174,074 shares
    Change vs previous 13F -27,579 shares

    0.58% of the 13F portfolio, value $5,349,309.

    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 201,653 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,221,009.

    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).