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Disclosery

BEACON FINANCIAL GROUP: L position timeline

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

BEACON FINANCIAL GROUP held 14,552 L 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 14,552 shares
    Change vs previous 13F -1,395 shares

    0.15% of the 13F portfolio, value $1,647,422.

    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 15,947 shares
    Change vs previous 13F -99 shares

    0.17% of the 13F portfolio, value $1,702,135.

    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 16,046 shares
    Change vs previous 13F -2,265 shares

    0.17% of the 13F portfolio, value $1,689,824.

    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 18,311 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $1,838,222.

    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 18,355 shares
    Change vs previous 13F +14 shares

    0.18% of the 13F portfolio, value $1,682,456.

    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 18,341 shares
    Change vs previous 13F -1,348 shares

    0.18% of the 13F portfolio, value $1,685,764.

    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 19,689 shares
    Change vs previous 13F -1,449 shares

    0.18% of the 13F portfolio, value $1,667,461.

    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 21,138 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,670,959.

    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).