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Disclosery

BEACON FINANCIAL GROUP: IWD position timeline

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

BEACON FINANCIAL GROUP held 7,476 IWD 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 7,476 shares
    Change vs previous 13F -322 shares

    0.16% of the 13F portfolio, value $1,812,291.

    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 7,798 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,666,097.

    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 7,798 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,640,131.

    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 7,798 shares
    Change vs previous 13F -44 shares

    0.16% of the 13F portfolio, value $1,587,498.

    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 7,842 shares
    Change vs previous 13F -73 shares

    0.16% of the 13F portfolio, value $1,523,059.

    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 7,915 shares
    Change vs previous 13F -1,146 shares

    0.16% of the 13F portfolio, value $1,489,197.

    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 9,061 shares
    Change vs previous 13F -343 shares

    0.18% of the 13F portfolio, value $1,677,375.

    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 9,404 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,784,789.

    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).