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Disclosery

BEACON FINANCIAL GROUP: MSFT position timeline

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

BEACON FINANCIAL GROUP held 20,982 MSFT 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 20,982 shares
    Change vs previous 13F +832 shares

    0.71% of the 13F portfolio, value $7,826,681.

    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 20,150 shares
    Change vs previous 13F -167 shares

    0.74% of the 13F portfolio, value $7,458,958.

    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 20,317 shares
    Change vs previous 13F -740 shares

    0.98% of the 13F portfolio, value $9,825,538.

    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 21,057 shares
    Change vs previous 13F +996 shares

    1.07% of the 13F portfolio, value $10,906,432.

    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 20,061 shares
    Change vs previous 13F +364 shares

    1.04% of the 13F portfolio, value $9,978,724.

    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 19,697 shares
    Change vs previous 13F -170 shares

    0.81% of the 13F portfolio, value $7,394,129.

    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 19,867 shares
    Change vs previous 13F -318 shares

    0.9% of the 13F portfolio, value $8,373,844.

    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 20,185 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,685,631.

    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).