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Disclosery

BEACON FINANCIAL GROUP: OEF position timeline

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

BEACON FINANCIAL GROUP held 6,504 OEF 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 6,504 shares
    Change vs previous 13F -2 shares

    0.22% of the 13F portfolio, value $2,379,618.

    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 6,506 shares
    Change vs previous 13F -19 shares

    0.21% of the 13F portfolio, value $2,069,363.

    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 6,525 shares
    Change vs previous 13F -443 shares

    0.22% of the 13F portfolio, value $2,237,903.

    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 6,968 shares
    Change vs previous 13F +83 shares

    0.23% of the 13F portfolio, value $2,319,229.

    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 6,885 shares
    Change vs previous 13F -749 shares

    0.22% of the 13F portfolio, value $2,095,450.

    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 7,634 shares
    Change vs previous 13F +1,482 shares

    0.23% of the 13F portfolio, value $2,067,516.

    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 6,152 shares
    Change vs previous 13F +174 shares

    0.19% of the 13F portfolio, value $1,777,005.

    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 5,978 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,654,471.

    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).