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Disclosery

BEACON FINANCIAL GROUP: IBIT position timeline

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

BEACON FINANCIAL GROUP held 15,276 IBIT 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 15,276 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $508,538.

    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 15,291 shares
    Change vs previous 13F +170 shares

    0.06% of the 13F portfolio, value $587,480.

    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 15,121 shares
    Change vs previous 13F -737 shares

    0.07% of the 13F portfolio, value $750,758.

    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 15,858 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,030,770.

    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 15,858 shares
    Change vs previous 13F -348 shares

    0.1% of the 13F portfolio, value $970,668.

    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 16,206 shares
    Change vs previous 13F -4,177 shares

    0.08% of the 13F portfolio, value $758,603.

    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 20,383 shares
    Change vs previous 13F +1,390 shares

    0.12% of the 13F portfolio, value $1,081,318.

    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 18,993 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $686,217.

    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).