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Disclosery

BEACON FINANCIAL GROUP: IYW position timeline

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

BEACON FINANCIAL GROUP held 9,927 IYW 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 9,927 shares
    Change vs previous 13F -152 shares

    0.23% of the 13F portfolio, value $2,503,887.

    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 10,079 shares
    Change vs previous 13F -1,697 shares

    0.18% of the 13F portfolio, value $1,828,532.

    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 11,776 shares
    Change vs previous 13F +1,557 shares

    0.23% of the 13F portfolio, value $2,351,432.

    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 10,219 shares
    Change vs previous 13F -34,217 shares

    0.2% of the 13F portfolio, value $2,001,493.

    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 44,436 shares
    Change vs previous 13F -1,339 shares

    0.8% of the 13F portfolio, value $7,699,489.

    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 45,775 shares
    Change vs previous 13F +3,008 shares

    0.7% of the 13F portfolio, value $6,428,687.

    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 42,767 shares
    Change vs previous 13F +1,136 shares

    0.73% of the 13F portfolio, value $6,822,236.

    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 41,631 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,312,129.

    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).