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Disclosery

BEACON FINANCIAL GROUP: KLAC position timeline

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

BEACON FINANCIAL GROUP held 5,149 KLAC 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 5,149 shares
    Change vs previous 13F +4,632 shares

    0.14% of the 13F portfolio, value $1,553,505.

    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 517 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $761,236.

    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 503 shares
    Change vs previous 13F +28 shares

    0.06% of the 13F portfolio, value $611,185.

    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 475 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $512,335.

    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 483 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $432,642.

    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 469 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $318,826.

    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 444 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $279,773.

    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 491 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $380,235.

    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).