Skip to content
Disclosery

BEACON FINANCIAL GROUP: IBDX position timeline

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

BEACON FINANCIAL GROUP held 50,126 IBDX 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 50,126 shares
    Change vs previous 13F -3,254 shares

    0.11% of the 13F portfolio, value $1,262,679.

    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 53,380 shares
    Change vs previous 13F +3,055 shares

    0.13% of the 13F portfolio, value $1,348,902.

    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 50,325 shares
    Change vs previous 13F +6,809 shares

    0.13% of the 13F portfolio, value $1,284,791.

    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 43,516 shares
    Change vs previous 13F +13,236 shares

    0.11% of the 13F portfolio, value $1,114,890.

    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 30,280 shares
    Change vs previous 13F +4,926 shares

    0.08% of the 13F portfolio, value $765,639.

    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 25,354 shares
    Change vs previous 13F +2,431 shares

    0.07% of the 13F portfolio, value $633,598.

    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 22,923 shares
    Change vs previous 13F +8,471 shares

    0.06% of the 13F portfolio, value $563,439.

    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 14,452 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $371,562.

    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).