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BEACON FINANCIAL GROUP: NVDA position timeline

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

BEACON FINANCIAL GROUP held 92,580 NVDA 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 92,580 shares
    Change vs previous 13F +3,225 shares

    1.68% of the 13F portfolio, value $18,524,423.

    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 89,355 shares
    Change vs previous 13F -720 shares

    1.55% of the 13F portfolio, value $15,583,573.

    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 90,075 shares
    Change vs previous 13F +248 shares

    1.67% of the 13F portfolio, value $16,799,008.

    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 89,827 shares
    Change vs previous 13F -1,279 shares

    1.65% of the 13F portfolio, value $16,759,910.

    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 91,106 shares
    Change vs previous 13F +4,376 shares

    1.5% of the 13F portfolio, value $14,393,859.

    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 86,730 shares
    Change vs previous 13F -35 shares

    1.03% of the 13F portfolio, value $9,399,805.

    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 86,765 shares
    Change vs previous 13F -532 shares

    1.25% of the 13F portfolio, value $11,651,614.

    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 87,297 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,601,324.

    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).