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Disclosery

BEACON FINANCIAL GROUP: IVW position timeline

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

BEACON FINANCIAL GROUP held 9,162 IVW 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 9,162 shares
    Change vs previous 13F +209 shares

    0.11% of the 13F portfolio, value $1,260,050.

    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 8,953 shares
    Change vs previous 13F -409 shares

    0.1% of the 13F portfolio, value $1,012,674.

    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 9,362 shares
    Change vs previous 13F -135 shares

    0.11% of the 13F portfolio, value $1,153,960.

    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 9,497 shares
    Change vs previous 13F +76 shares

    0.11% of the 13F portfolio, value $1,146,478.

    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 9,421 shares
    Change vs previous 13F -1,169 shares

    0.11% of the 13F portfolio, value $1,037,252.

    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 10,590 shares
    Change vs previous 13F +1,584 shares

    0.11% of the 13F portfolio, value $983,070.

    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 9,006 shares
    Change vs previous 13F -414 shares

    0.1% of the 13F portfolio, value $914,379.

    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 9,420 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $901,965.

    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).