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Disclosery

BEACON FINANCIAL GROUP: ORCL position timeline

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

BEACON FINANCIAL GROUP held 24,707 ORCL 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 24,707 shares
    Change vs previous 13F -533 shares

    0.33% of the 13F portfolio, value $3,620,827.

    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 25,240 shares
    Change vs previous 13F +966 shares

    0.37% of the 13F portfolio, value $3,713,095.

    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 24,274 shares
    Change vs previous 13F -1,226 shares

    0.47% of the 13F portfolio, value $4,731,197.

    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 25,500 shares
    Change vs previous 13F +273 shares

    0.71% of the 13F portfolio, value $7,171,561.

    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 25,227 shares
    Change vs previous 13F -637 shares

    0.57% of the 13F portfolio, value $5,515,311.

    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 25,864 shares
    Change vs previous 13F -1,375 shares

    0.39% of the 13F portfolio, value $3,616,042.

    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 27,239 shares
    Change vs previous 13F -1,123 shares

    0.49% of the 13F portfolio, value $4,539,079.

    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 28,362 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,832,845.

    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).