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BEACON FINANCIAL GROUP: FQAL position timeline

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

BEACON FINANCIAL GROUP held 129,597 FQAL 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 129,597 shares
    Change vs previous 13F -10,171 shares

    0.96% of the 13F portfolio, value $10,544,096.

    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 139,768 shares
    Change vs previous 13F -3,433 shares

    1.01% of the 13F portfolio, value $10,147,131.

    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 143,201 shares
    Change vs previous 13F -8,328 shares

    1.08% of the 13F portfolio, value $10,824,534.

    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 151,529 shares
    Change vs previous 13F -7,378 shares

    1.11% of the 13F portfolio, value $11,322,230.

    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 158,907 shares
    Change vs previous 13F -13,410 shares

    1.15% of the 13F portfolio, value $11,064,713.

    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 172,317 shares
    Change vs previous 13F -13,708 shares

    1.21% of the 13F portfolio, value $11,055,829.

    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 186,025 shares
    Change vs previous 13F +651 shares

    1.31% of the 13F portfolio, value $12,171,626.

    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 185,374 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $12,030,766.

    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).