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Disclosery

BEACON FINANCIAL GROUP: LMT position timeline

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

BEACON FINANCIAL GROUP held 5,624 LMT 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 5,624 shares
    Change vs previous 13F -163 shares

    0.26% of the 13F portfolio, value $2,865,151.

    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 5,787 shares
    Change vs previous 13F -375 shares

    0.35% of the 13F portfolio, value $3,497,332.

    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 6,162 shares
    Change vs previous 13F -246 shares

    0.3% of the 13F portfolio, value $2,980,516.

    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 6,408 shares
    Change vs previous 13F -847 shares

    0.31% of the 13F portfolio, value $3,198,967.

    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 7,255 shares
    Change vs previous 13F -652 shares

    0.35% of the 13F portfolio, value $3,360,005.

    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 7,907 shares
    Change vs previous 13F -885 shares

    0.39% of the 13F portfolio, value $3,531,981.

    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 8,792 shares
    Change vs previous 13F -33 shares

    0.46% of the 13F portfolio, value $4,272,610.

    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 8,825 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,158,473.

    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).