Skip to content
Disclosery

BEACON FINANCIAL GROUP: FSEP position timeline

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

BEACON FINANCIAL GROUP held 14,563 FSEP 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 14,563 shares
    Change vs previous 13F -2,902 shares

    0.07% of the 13F portfolio, value $802,112.

    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 17,465 shares
    Change vs previous 13F -1,037 shares

    0.09% of the 13F portfolio, value $878,997.

    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 18,502 shares
    Change vs previous 13F -615 shares

    0.09% of the 13F portfolio, value $953,946.

    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 19,117 shares
    Change vs previous 13F -5,464 shares

    0.1% of the 13F portfolio, value $966,156.

    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 24,581 shares
    Change vs previous 13F -2,779 shares

    0.12% of the 13F portfolio, value $1,180,081.

    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 27,360 shares
    Change vs previous 13F -14,431 shares

    0.13% of the 13F portfolio, value $1,218,873.

    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 41,791 shares
    Change vs previous 13F -1,468 shares

    0.21% of the 13F portfolio, value $1,909,654.

    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 43,259 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,944,045.

    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).