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Disclosery

BEACON FINANCIAL GROUP: IWB position timeline

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

BEACON FINANCIAL GROUP held 6,916 IWB 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 6,916 shares
    Change vs previous 13F -879 shares

    0.26% of the 13F portfolio, value $2,832,137.

    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 7,795 shares
    Change vs previous 13F -142 shares

    0.28% of the 13F portfolio, value $2,779,408.

    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 7,937 shares
    Change vs previous 13F -269 shares

    0.29% of the 13F portfolio, value $2,964,007.

    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 8,206 shares
    Change vs previous 13F -638 shares

    0.29% of the 13F portfolio, value $2,999,131.

    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 8,844 shares
    Change vs previous 13F -438 shares

    0.31% of the 13F portfolio, value $3,003,150.

    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 9,282 shares
    Change vs previous 13F +838 shares

    0.31% of the 13F portfolio, value $2,847,021.

    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 8,444 shares
    Change vs previous 13F -591 shares

    0.29% of the 13F portfolio, value $2,720,402.

    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 9,035 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,840,584.

    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).