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Disclosery

BEACON FINANCIAL GROUP: FPE position timeline

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

BEACON FINANCIAL GROUP held 59,393 FPE 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 59,393 shares
    Change vs previous 13F -2,752 shares

    0.1% of the 13F portfolio, value $1,061,941.

    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 62,145 shares
    Change vs previous 13F -5,829 shares

    0.11% of the 13F portfolio, value $1,103,068.

    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 67,974 shares
    Change vs previous 13F -7,899 shares

    0.12% of the 13F portfolio, value $1,238,491.

    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 75,873 shares
    Change vs previous 13F -1,845 shares

    0.14% of the 13F portfolio, value $1,383,928.

    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 77,718 shares
    Change vs previous 13F -15,416 shares

    0.14% of the 13F portfolio, value $1,383,385.

    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 93,134 shares
    Change vs previous 13F -11,483 shares

    0.18% of the 13F portfolio, value $1,638,231.

    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 104,617 shares
    Change vs previous 13F -13,737 shares

    0.2% of the 13F portfolio, value $1,851,719.

    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 118,354 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,142,206.

    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).