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Disclosery

BEACON FINANCIAL GROUP: IWV position timeline

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

BEACON FINANCIAL GROUP held 5,105 IWV 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 5,105 shares
    Change vs previous 13F -44 shares

    0.2% of the 13F portfolio, value $2,176,772.

    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 5,149 shares
    Change vs previous 13F -37 shares

    0.19% of the 13F portfolio, value $1,908,631.

    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 5,186 shares
    Change vs previous 13F -37 shares

    0.2% of the 13F portfolio, value $2,006,204.

    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 5,223 shares
    Change vs previous 13F -67 shares

    0.19% of the 13F portfolio, value $1,979,204.

    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 5,290 shares
    Change vs previous 13F -23 shares

    0.19% of the 13F portfolio, value $1,856,790.

    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 5,313 shares
    Change vs previous 13F -152 shares

    0.18% of the 13F portfolio, value $1,687,621.

    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 5,465 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $1,826,676.

    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 5,478 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,789,827.

    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).