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Disclosery

BEACON FINANCIAL GROUP: MTUM position timeline

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

BEACON FINANCIAL GROUP held 30,725 MTUM 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 30,725 shares
    Change vs previous 13F -9,388 shares

    0.96% of the 13F portfolio, value $10,533,457.

    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 40,113 shares
    Change vs previous 13F +1,912 shares

    0.96% of the 13F portfolio, value $9,626,717.

    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 38,201 shares
    Change vs previous 13F +15,989 shares

    0.95% of the 13F portfolio, value $9,562,169.

    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 22,212 shares
    Change vs previous 13F +2,203 shares

    0.56% of the 13F portfolio, value $5,696,332.

    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 20,009 shares
    Change vs previous 13F +1,110 shares

    0.5% of the 13F portfolio, value $4,808,609.

    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 18,899 shares
    Change vs previous 13F +2,724 shares

    0.42% of the 13F portfolio, value $3,820,083.

    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 16,175 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,346,948.

    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).