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Disclosery

BEACON FINANCIAL GROUP: O position timeline

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

BEACON FINANCIAL GROUP held 51,172 O 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 51,172 shares
    Change vs previous 13F -2,681 shares

    0.29% of the 13F portfolio, value $3,170,646.

    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 53,853 shares
    Change vs previous 13F -3,916 shares

    0.33% of the 13F portfolio, value $3,294,753.

    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 57,769 shares
    Change vs previous 13F -3,799 shares

    0.32% of the 13F portfolio, value $3,256,435.

    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 61,568 shares
    Change vs previous 13F -4,073 shares

    0.37% of the 13F portfolio, value $3,742,738.

    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 65,641 shares
    Change vs previous 13F -4,461 shares

    0.39% of the 13F portfolio, value $3,781,584.

    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 70,102 shares
    Change vs previous 13F -4,460 shares

    0.44% of the 13F portfolio, value $4,066,645.

    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 74,562 shares
    Change vs previous 13F -745 shares

    0.43% of the 13F portfolio, value $3,982,346.

    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 75,307 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,775,952.

    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).