Skip to content
Disclosery

BEACON FINANCIAL GROUP: IVE position timeline

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

BEACON FINANCIAL GROUP held 5,199 IVE 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 5,199 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $1,180,547.

    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 5,235 shares
    Change vs previous 13F -310 shares

    0.11% of the 13F portfolio, value $1,105,427.

    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 5,545 shares
    Change vs previous 13F +532 shares

    0.12% of the 13F portfolio, value $1,175,985.

    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 5,013 shares
    Change vs previous 13F +124 shares

    0.1% of the 13F portfolio, value $1,035,289.

    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 4,889 shares
    Change vs previous 13F -418 shares

    0.1% of the 13F portfolio, value $955,390.

    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 5,307 shares
    Change vs previous 13F +66 shares

    0.11% of the 13F portfolio, value $1,011,420.

    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 5,241 shares
    Change vs previous 13F -184 shares

    0.11% of the 13F portfolio, value $1,000,338.

    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 5,425 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,069,580.

    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).