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BEACON FINANCIAL GROUP: GNMA position timeline

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

BEACON FINANCIAL GROUP held 10,249 GNMA 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 10,249 shares
    Change vs previous 13F -2,059 shares

    0.04% of the 13F portfolio, value $453,313.

    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 12,308 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $545,614.

    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 12,292 shares
    Change vs previous 13F -83 shares

    0.05% of the 13F portfolio, value $547,486.

    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 12,375 shares
    Change vs previous 13F -2,304 shares

    0.05% of the 13F portfolio, value $548,831.

    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 14,679 shares
    Change vs previous 13F +5,007 shares

    0.07% of the 13F portfolio, value $645,142.

    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 9,672 shares
    Change vs previous 13F -382 shares

    0.05% of the 13F portfolio, value $424,601.

    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 10,054 shares
    Change vs previous 13F +701 shares

    0.05% of the 13F portfolio, value $431,618.

    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 9,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $418,921.

    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).