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Disclosery

BEACON FINANCIAL GROUP: PSLV position timeline

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

BEACON FINANCIAL GROUP held 36,075 PSLV 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 36,075 shares
    Change vs previous 13F -170 shares

    0.06% of the 13F portfolio, value $680,735.

    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 36,245 shares
    Change vs previous 13F +750 shares

    0.09% of the 13F portfolio, value $884,016.

    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 35,495 shares
    Change vs previous 13F -375 shares

    0.08% of the 13F portfolio, value $839,457.

    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 35,870 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $563,159.

    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 36,019 shares
    Change vs previous 13F -182 shares

    0.05% of the 13F portfolio, value $440,873.

    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 36,201 shares
    Change vs previous 13F -39 shares

    0.05% of the 13F portfolio, value $419,932.

    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 36,240 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $349,716.

    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 36,740 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $383,933.

    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).