Skip to content
Disclosery

BEACON FINANCIAL GROUP: IBDW position timeline

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

BEACON FINANCIAL GROUP held 71,158 IBDW 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 71,158 shares
    Change vs previous 13F -2,897 shares

    0.13% of the 13F portfolio, value $1,482,932.

    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 74,055 shares
    Change vs previous 13F +2,816 shares

    0.15% of the 13F portfolio, value $1,549,969.

    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 71,239 shares
    Change vs previous 13F +7,777 shares

    0.15% of the 13F portfolio, value $1,506,699.

    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 63,462 shares
    Change vs previous 13F +15,605 shares

    0.13% of the 13F portfolio, value $1,346,659.

    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 47,857 shares
    Change vs previous 13F +6,275 shares

    0.1% of the 13F portfolio, value $1,006,909.

    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 41,582 shares
    Change vs previous 13F +4,768 shares

    0.09% of the 13F portfolio, value $862,829.

    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 36,814 shares
    Change vs previous 13F +10,251 shares

    0.08% of the 13F portfolio, value $749,172.

    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 26,563 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $563,661.

    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).