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Disclosery

BEACON FINANCIAL GROUP: IGRO position timeline

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

BEACON FINANCIAL GROUP held 0 IGRO shares at 2025-12-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -35,205 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 35,205 shares
    Change vs previous 13F -1,953 shares

    0.28% of the 13F portfolio, value $2,804,745.

    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).

  3. period ended2025-06-30
    13F 37,158 shares
    Change vs previous 13F -19,895 shares

    0.31% of the 13F portfolio, value $2,931,371.

    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).

  4. period ended2025-03-31
    13F 57,053 shares
    Change vs previous 13F -4,843 shares

    0.45% of the 13F portfolio, value $4,132,884.

    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).

  5. period ended2024-12-31
    13F 61,896 shares
    Change vs previous 13F -2,642 shares

    0.45% of the 13F portfolio, value $4,206,464.

    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).

  6. period ended2024-09-30
    13F 64,538 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,813,867.

    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).