Skip to content
Disclosery

BEACON FINANCIAL GROUP: MO position timeline

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

BEACON FINANCIAL GROUP held 28,882 MO 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 28,882 shares
    Change vs previous 13F -1,242 shares

    0.19% of the 13F portfolio, value $2,078,062.

    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 30,124 shares
    Change vs previous 13F -42,638 shares

    0.2% of the 13F portfolio, value $1,987,910.

    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 72,762 shares
    Change vs previous 13F -3,905 shares

    0.42% of the 13F portfolio, value $4,195,482.

    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 76,667 shares
    Change vs previous 13F -5,361 shares

    0.5% of the 13F portfolio, value $5,064,601.

    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 82,028 shares
    Change vs previous 13F -4,575 shares

    0.5% of the 13F portfolio, value $4,809,287.

    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 86,603 shares
    Change vs previous 13F -6,424 shares

    0.57% of the 13F portfolio, value $5,197,915.

    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 93,027 shares
    Change vs previous 13F -902 shares

    0.52% of the 13F portfolio, value $4,864,398.

    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 93,929 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,794,124.

    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).