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Disclosery

BEACON FINANCIAL GROUP: GBIL position timeline

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

BEACON FINANCIAL GROUP held 23,877 GBIL 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 23,877 shares
    Change vs previous 13F -24,853 shares

    0.22% of the 13F portfolio, value $2,391,470.

    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 48,730 shares
    Change vs previous 13F +36,254 shares

    0.49% of the 13F portfolio, value $4,882,209.

    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 12,476 shares
    Change vs previous 13F -4,726 shares

    0.12% of the 13F portfolio, value $1,246,801.

    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 17,202 shares
    Change vs previous 13F -2,148 shares

    0.17% of the 13F portfolio, value $1,724,106.

    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 19,350 shares
    Change vs previous 13F -547 shares

    0.2% of the 13F portfolio, value $1,937,852.

    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 19,897 shares
    Change vs previous 13F -1,397 shares

    0.22% of the 13F portfolio, value $1,993,231.

    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 21,294 shares
    Change vs previous 13F -2,366 shares

    0.23% of the 13F portfolio, value $2,127,696.

    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 23,660 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,372,861.

    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).