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Disclosery

BEACON FINANCIAL GROUP: PFF position timeline

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

BEACON FINANCIAL GROUP held 14,271 PFF 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 14,271 shares
    Change vs previous 13F +1,069 shares

    0.04% of the 13F portfolio, value $435,111.

    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 13,202 shares
    Change vs previous 13F +848 shares

    0.04% of the 13F portfolio, value $400,285.

    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 12,354 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $382,465.

    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 12,475 shares
    Change vs previous 13F -303 shares

    0.04% of the 13F portfolio, value $394,473.

    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 12,778 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $392,033.

    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 12,713 shares
    Change vs previous 13F -7,154 shares

    0.04% of the 13F portfolio, value $390,678.

    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 19,867 shares
    Change vs previous 13F -790 shares

    0.07% of the 13F portfolio, value $624,628.

    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 20,657 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $686,416.

    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).