BEACON FINANCIAL GROUP: JAAA position timeline

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

BEACON FINANCIAL GROUP held 129,670 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 129,670 shares
Change vs previous 13F +30,577 shares
0.6% of the 13F portfolio, value $6,547,039.
13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 99,093 shares
Change vs previous 13F not available
0.5% of the 13F portfolio, value $4,991,315.
13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).