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Disclosery

BEACON FINANCIAL GROUP: IBDU position timeline

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

BEACON FINANCIAL GROUP held 75,455 IBDU 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 75,455 shares
    Change vs previous 13F -794 shares

    0.16% of the 13F portfolio, value $1,747,529.

    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 76,249 shares
    Change vs previous 13F +2,348 shares

    0.18% of the 13F portfolio, value $1,773,561.

    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 73,901 shares
    Change vs previous 13F +7,002 shares

    0.17% of the 13F portfolio, value $1,729,645.

    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 66,899 shares
    Change vs previous 13F +14,424 shares

    0.15% of the 13F portfolio, value $1,570,128.

    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 52,475 shares
    Change vs previous 13F +7,966 shares

    0.13% of the 13F portfolio, value $1,224,252.

    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 44,509 shares
    Change vs previous 13F +1,665 shares

    0.11% of the 13F portfolio, value $1,029,504.

    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 42,844 shares
    Change vs previous 13F +8,944 shares

    0.11% of the 13F portfolio, value $976,852.

    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 33,900 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $796,979.

    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).