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Disclosery

BEACON FINANCIAL GROUP: PSX position timeline

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

BEACON FINANCIAL GROUP held 25,598 PSX 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 25,598 shares
    Change vs previous 13F -411 shares

    0.39% of the 13F portfolio, value $4,327,369.

    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 26,009 shares
    Change vs previous 13F -874 shares

    0.47% of the 13F portfolio, value $4,738,271.

    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 26,883 shares
    Change vs previous 13F -956 shares

    0.34% of the 13F portfolio, value $3,468,926.

    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 27,839 shares
    Change vs previous 13F -1,708 shares

    0.37% of the 13F portfolio, value $3,786,638.

    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 29,547 shares
    Change vs previous 13F -1,912 shares

    0.37% of the 13F portfolio, value $3,524,947.

    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 31,459 shares
    Change vs previous 13F -3,320 shares

    0.42% of the 13F portfolio, value $3,884,612.

    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 34,779 shares
    Change vs previous 13F -2,758 shares

    0.43% of the 13F portfolio, value $3,962,395.

    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 37,537 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,934,231.

    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).