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Disclosery

BEACON FINANCIAL GROUP: LQDH position timeline

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

BEACON FINANCIAL GROUP held 3,984 LQDH 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 3,984 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $371,063.

    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 3,984 shares
    Change vs previous 13F -46,538 shares

    0.04% of the 13F portfolio, value $367,904.

    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 50,522 shares
    Change vs previous 13F -2,595 shares

    0.47% of the 13F portfolio, value $4,716,249.

    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 53,117 shares
    Change vs previous 13F -16,427 shares

    0.49% of the 13F portfolio, value $4,968,913.

    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 69,544 shares
    Change vs previous 13F -3,113 shares

    0.67% of the 13F portfolio, value $6,425,856.

    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 72,657 shares
    Change vs previous 13F -13,004 shares

    0.73% of the 13F portfolio, value $6,704,066.

    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 85,661 shares
    Change vs previous 13F -12,224 shares

    0.86% of the 13F portfolio, value $7,944,237.

    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 97,885 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,108,459.

    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).