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Disclosery

BEACON FINANCIAL GROUP: PFG position timeline

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

BEACON FINANCIAL GROUP held 4,356 PFG 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 4,356 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $469,440.

    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 4,451 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $401,038.

    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 4,331 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $381,997.

    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 4,331 shares
    Change vs previous 13F +1,711 shares

    0.04% of the 13F portfolio, value $359,045.

    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 2,620 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $208,070.

    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 2,725 shares
    Change vs previous 13F -1,184 shares

    0.03% of the 13F portfolio, value $229,869.

    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 3,909 shares
    Change vs previous 13F -792 shares

    0.03% of the 13F portfolio, value $302,560.

    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 4,701 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $403,776.

    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).