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BEACON FINANCIAL GROUP: FPEI position timeline

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

BEACON FINANCIAL GROUP held 102,999 FPEI 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 102,999 shares
    Change vs previous 13F -4,129 shares

    0.18% of the 13F portfolio, value $1,986,858.

    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 107,128 shares
    Change vs previous 13F -3,991 shares

    0.2% of the 13F portfolio, value $2,035,436.

    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 111,119 shares
    Change vs previous 13F -9,980 shares

    0.21% of the 13F portfolio, value $2,154,603.

    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 121,099 shares
    Change vs previous 13F -1,917 shares

    0.23% of the 13F portfolio, value $2,342,058.

    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 123,016 shares
    Change vs previous 13F -7,500 shares

    0.24% of the 13F portfolio, value $2,336,074.

    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 130,516 shares
    Change vs previous 13F -3,200 shares

    0.27% of the 13F portfolio, value $2,440,654.

    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 133,716 shares
    Change vs previous 13F -18,111 shares

    0.27% of the 13F portfolio, value $2,500,498.

    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 151,827 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,895,345.

    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).