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Disclosery

BEACON FINANCIAL GROUP: IGSB position timeline

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

BEACON FINANCIAL GROUP held 11,581 IGSB 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 11,581 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $606,986.

    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 11,698 shares
    Change vs previous 13F -77,990 shares

    0.06% of the 13F portfolio, value $614,871.

    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 89,688 shares
    Change vs previous 13F -6,232 shares

    0.47% of the 13F portfolio, value $4,742,699.

    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 95,920 shares
    Change vs previous 13F -9,356 shares

    0.5% of the 13F portfolio, value $5,086,620.

    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 105,276 shares
    Change vs previous 13F -4,705 shares

    0.58% of the 13F portfolio, value $5,554,355.

    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 109,981 shares
    Change vs previous 13F +8,525 shares

    0.63% of the 13F portfolio, value $5,759,685.

    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 101,456 shares
    Change vs previous 13F +1,041 shares

    0.56% of the 13F portfolio, value $5,245,289.

    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 100,415 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,287,836.

    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).