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Disclosery

BEACON FINANCIAL GROUP: FVD position timeline

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

BEACON FINANCIAL GROUP held 420,701 FVD 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 420,701 shares
    Change vs previous 13F +6,270 shares

    1.84% of the 13F portfolio, value $20,269,390.

    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 414,431 shares
    Change vs previous 13F -2,824 shares

    1.94% of the 13F portfolio, value $19,490,697.

    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 417,255 shares
    Change vs previous 13F +1,298 shares

    1.91% of the 13F portfolio, value $19,227,120.

    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 415,957 shares
    Change vs previous 13F +1,201 shares

    1.89% of the 13F portfolio, value $19,233,872.

    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 414,756 shares
    Change vs previous 13F -6,755 shares

    1.93% of the 13F portfolio, value $18,539,598.

    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 421,511 shares
    Change vs previous 13F -17,268 shares

    2.05% of the 13F portfolio, value $18,795,172.

    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 438,779 shares
    Change vs previous 13F -21,844 shares

    2.06% of the 13F portfolio, value $19,148,326.

    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 460,623 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $20,953,753.

    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).