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Disclosery

BEACON FINANCIAL GROUP: IVV position timeline

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

BEACON FINANCIAL GROUP held 64,631 IVV 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 64,631 shares
    Change vs previous 13F +24,848 shares

    4.4% of the 13F portfolio, value $48,401,463.

    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 39,783 shares
    Change vs previous 13F +7,808 shares

    2.59% of the 13F portfolio, value $25,986,796.

    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 31,975 shares
    Change vs previous 13F +165 shares

    2.18% of the 13F portfolio, value $21,900,684.

    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 31,810 shares
    Change vs previous 13F +55 shares

    2.09% of the 13F portfolio, value $21,290,505.

    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 31,755 shares
    Change vs previous 13F -23,735 shares

    2.05% of the 13F portfolio, value $19,716,372.

    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 55,490 shares
    Change vs previous 13F -1,469 shares

    3.4% of the 13F portfolio, value $31,179,771.

    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 56,959 shares
    Change vs previous 13F +1,519 shares

    3.61% of the 13F portfolio, value $33,530,697.

    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 55,440 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $31,979,124.

    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).