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Disclosery

BEACON FINANCIAL GROUP: PM position timeline

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

BEACON FINANCIAL GROUP held 14,037 PM 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 14,037 shares
    Change vs previous 13F -490 shares

    0.23% of the 13F portfolio, value $2,539,477.

    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 14,527 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $2,401,824.

    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 14,518 shares
    Change vs previous 13F +334 shares

    0.23% of the 13F portfolio, value $2,328,736.

    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 14,184 shares
    Change vs previous 13F -51 shares

    0.23% of the 13F portfolio, value $2,300,579.

    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 14,235 shares
    Change vs previous 13F -128 shares

    0.27% of the 13F portfolio, value $2,592,557.

    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 14,363 shares
    Change vs previous 13F -569 shares

    0.25% of the 13F portfolio, value $2,279,762.

    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 14,932 shares
    Change vs previous 13F -225 shares

    0.19% of the 13F portfolio, value $1,797,120.

    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 15,157 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,840,106.

    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).