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Disclosery

BEACON FINANCIAL GROUP: IBDR position timeline

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

BEACON FINANCIAL GROUP held 51,923 IBDR 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 51,923 shares
    Change vs previous 13F -22,817 shares

    0.11% of the 13F portfolio, value $1,258,103.

    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 74,740 shares
    Change vs previous 13F -2,568 shares

    0.18% of the 13F portfolio, value $1,811,689.

    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 77,308 shares
    Change vs previous 13F +6,553 shares

    0.19% of the 13F portfolio, value $1,873,173.

    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 70,755 shares
    Change vs previous 13F +17,173 shares

    0.17% of the 13F portfolio, value $1,719,352.

    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 53,582 shares
    Change vs previous 13F +5,137 shares

    0.14% of the 13F portfolio, value $1,299,374.

    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 48,445 shares
    Change vs previous 13F +170 shares

    0.13% of the 13F portfolio, value $1,172,844.

    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 48,275 shares
    Change vs previous 13F +15,736 shares

    0.13% of the 13F portfolio, value $1,161,988.

    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 32,539 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $790,687.

    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).