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BEACON FINANCIAL GROUP: MBB position timeline

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

BEACON FINANCIAL GROUP held 102,913 MBB 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 102,913 shares
    Change vs previous 13F +11,459 shares

    0.88% of the 13F portfolio, value $9,727,309.

    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 91,454 shares
    Change vs previous 13F +6,506 shares

    0.87% of the 13F portfolio, value $8,683,521.

    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 84,948 shares
    Change vs previous 13F +5,381 shares

    0.8% of the 13F portfolio, value $8,088,770.

    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 79,567 shares
    Change vs previous 13F +13,127 shares

    0.74% of the 13F portfolio, value $7,570,811.

    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 66,440 shares
    Change vs previous 13F +4,377 shares

    0.65% of the 13F portfolio, value $6,238,054.

    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 62,063 shares
    Change vs previous 13F +688 shares

    0.64% of the 13F portfolio, value $5,820,268.

    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 61,375 shares
    Change vs previous 13F +9,320 shares

    0.61% of the 13F portfolio, value $5,626,860.

    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 52,055 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,987,390.

    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).