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BEACON FINANCIAL GROUP: FNDF position timeline

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

BEACON FINANCIAL GROUP held 179,312 FNDF 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 179,312 shares
    Change vs previous 13F -25,415 shares

    0.86% of the 13F portfolio, value $9,460,500.

    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 204,727 shares
    Change vs previous 13F -2,403 shares

    1% of the 13F portfolio, value $10,017,269.

    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 207,130 shares
    Change vs previous 13F +122,104 shares

    0.93% of the 13F portfolio, value $9,364,326.

    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 85,026 shares
    Change vs previous 13F -5,070 shares

    0.36% of the 13F portfolio, value $3,652,737.

    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 90,096 shares
    Change vs previous 13F +47,715 shares

    0.38% of the 13F portfolio, value $3,605,661.

    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 42,381 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,531,649.

    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).