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Disclosery

BEACON FINANCIAL GROUP: IBDS position timeline

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

BEACON FINANCIAL GROUP held 63,729 IBDS 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 63,729 shares
    Change vs previous 13F -13,142 shares

    0.14% of the 13F portfolio, value $1,543,525.

    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 76,871 shares
    Change vs previous 13F -948 shares

    0.19% of the 13F portfolio, value $1,863,361.

    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 77,819 shares
    Change vs previous 13F +6,518 shares

    0.19% of the 13F portfolio, value $1,889,435.

    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 71,301 shares
    Change vs previous 13F +13,499 shares

    0.17% of the 13F portfolio, value $1,735,459.

    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 57,802 shares
    Change vs previous 13F +7,731 shares

    0.15% of the 13F portfolio, value $1,402,845.

    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 50,071 shares
    Change vs previous 13F +1,425 shares

    0.13% of the 13F portfolio, value $1,210,728.

    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 48,646 shares
    Change vs previous 13F +13,673 shares

    0.13% of the 13F portfolio, value $1,165,566.

    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 34,973 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $852,281.

    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).