Skip to content
Disclosery

BEACON FINANCIAL GROUP: MA position timeline

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

BEACON FINANCIAL GROUP held 3,766 MA 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 3,766 shares
    Change vs previous 13F -69 shares

    0.18% of the 13F portfolio, value $1,934,292.

    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 3,835 shares
    Change vs previous 13F +121 shares

    0.19% of the 13F portfolio, value $1,916,192.

    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 3,714 shares
    Change vs previous 13F -8 shares

    0.21% of the 13F portfolio, value $2,120,162.

    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 3,722 shares
    Change vs previous 13F +92 shares

    0.21% of the 13F portfolio, value $2,116,957.

    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 3,630 shares
    Change vs previous 13F +93 shares

    0.21% of the 13F portfolio, value $2,039,625.

    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 3,537 shares
    Change vs previous 13F -114 shares

    0.21% of the 13F portfolio, value $1,938,424.

    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 3,651 shares
    Change vs previous 13F -621 shares

    0.21% of the 13F portfolio, value $1,922,722.

    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 4,272 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,109,604.

    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).