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Disclosery

BEACON FINANCIAL GROUP: IBDT position timeline

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

BEACON FINANCIAL GROUP held 66,048 IBDT 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 66,048 shares
    Change vs previous 13F -8,222 shares

    0.15% of the 13F portfolio, value $1,667,702.

    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 74,270 shares
    Change vs previous 13F -686 shares

    0.19% of the 13F portfolio, value $1,881,271.

    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 74,956 shares
    Change vs previous 13F +6,218 shares

    0.19% of the 13F portfolio, value $1,908,010.

    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 68,738 shares
    Change vs previous 13F +12,900 shares

    0.17% of the 13F portfolio, value $1,754,205.

    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 55,838 shares
    Change vs previous 13F +13,909 shares

    0.15% of the 13F portfolio, value $1,419,392.

    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 41,929 shares
    Change vs previous 13F +2,909 shares

    0.12% of the 13F portfolio, value $1,059,135.

    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 39,020 shares
    Change vs previous 13F +8,512 shares

    0.1% of the 13F portfolio, value $971,602.

    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 30,508 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $778,866.

    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).