Skip to content
Disclosery

BEACON FINANCIAL GROUP: NVS position timeline

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

BEACON FINANCIAL GROUP held 20,231 NVS 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 20,231 shares
    Change vs previous 13F -267 shares

    0.29% of the 13F portfolio, value $3,170,567.

    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 20,498 shares
    Change vs previous 13F +245 shares

    0.31% of the 13F portfolio, value $3,131,035.

    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 20,253 shares
    Change vs previous 13F -196 shares

    0.28% of the 13F portfolio, value $2,792,269.

    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 20,449 shares
    Change vs previous 13F -115 shares

    0.26% of the 13F portfolio, value $2,622,369.

    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 20,564 shares
    Change vs previous 13F -84 shares

    0.26% of the 13F portfolio, value $2,488,439.

    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 20,648 shares
    Change vs previous 13F -982 shares

    0.25% of the 13F portfolio, value $2,301,863.

    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 21,630 shares
    Change vs previous 13F -219 shares

    0.23% of the 13F portfolio, value $2,104,836.

    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 21,849 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,513,097.

    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).