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BEACON FINANCIAL GROUP: ORLY position timeline

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

BEACON FINANCIAL GROUP held 7,533 ORLY 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 7,533 shares
    Change vs previous 13F +121 shares

    0.06% of the 13F portfolio, value $693,677.

    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 7,412 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $684,165.

    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 7,348 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $670,175.

    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 7,321 shares
    Change vs previous 13F +66 shares

    0.08% of the 13F portfolio, value $789,234.

    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 7,255 shares
    Change vs previous 13F +6,771 shares

    0.07% of the 13F portfolio, value $653,857.

    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 484 shares
    Change vs previous 13F -27 shares

    0.08% of the 13F portfolio, value $692,796.

    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 511 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $605,469.

    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 558 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $642,132.

    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).