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Disclosery

BEACON FINANCIAL GROUP: HYG position timeline

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

BEACON FINANCIAL GROUP held 3,280 HYG 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 3,280 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $262,275.

    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 3,581 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $284,879.

    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 3,525 shares
    Change vs previous 13F -515 shares

    0.03% of the 13F portfolio, value $284,193.

    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 4,040 shares
    Change vs previous 13F +550 shares

    0.03% of the 13F portfolio, value $327,977.

    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 3,490 shares
    Change vs previous 13F +162 shares

    0.03% of the 13F portfolio, value $281,436.

    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 3,328 shares
    Change vs previous 13F -2,293 shares

    0.03% of the 13F portfolio, value $262,512.

    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 5,621 shares
    Change vs previous 13F +1,764 shares

    0.05% of the 13F portfolio, value $442,062.

    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 3,857 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $309,684.

    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).