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Disclosery

BEACON FINANCIAL GROUP: PFFD position timeline

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

BEACON FINANCIAL GROUP held 34,079 PFFD 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 34,079 shares
    Change vs previous 13F -3,732 shares

    0.06% of the 13F portfolio, value $636,944.

    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 37,811 shares
    Change vs previous 13F +17,657 shares

    0.07% of the 13F portfolio, value $695,721.

    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 20,154 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $381,118.

    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 19,842 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $385,538.

    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 19,783 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $372,509.

    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 19,635 shares
    Change vs previous 13F +3,998 shares

    0.04% of the 13F portfolio, value $373,853.

    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 15,637 shares
    Change vs previous 13F +234 shares

    0.03% of the 13F portfolio, value $305,082.

    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 15,403 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $320,068.

    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).