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Disclosery

BEACON FINANCIAL GROUP: ITOT position timeline

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

BEACON FINANCIAL GROUP held 128,412 ITOT 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 128,412 shares
    Change vs previous 13F +4,014 shares

    1.92% of the 13F portfolio, value $21,094,232.

    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 124,398 shares
    Change vs previous 13F +7,317 shares

    1.77% of the 13F portfolio, value $17,718,049.

    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 117,081 shares
    Change vs previous 13F -4,766 shares

    1.73% of the 13F portfolio, value $17,408,812.

    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 121,847 shares
    Change vs previous 13F -5,494 shares

    1.75% of the 13F portfolio, value $17,746,964.

    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 127,341 shares
    Change vs previous 13F -6,849 shares

    1.79% of the 13F portfolio, value $17,196,100.

    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 134,190 shares
    Change vs previous 13F -508 shares

    1.79% of the 13F portfolio, value $16,372,540.

    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 134,698 shares
    Change vs previous 13F +3,798 shares

    1.86% of the 13F portfolio, value $17,324,859.

    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 130,900 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $16,443,681.

    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).