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Disclosery

BEACON FINANCIAL GROUP: QFLR position timeline

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

BEACON FINANCIAL GROUP held 29,809 QFLR 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 29,809 shares
    Change vs previous 13F +487 shares

    0.1% of the 13F portfolio, value $1,087,432.

    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 29,322 shares
    Change vs previous 13F +1,462 shares

    0.1% of the 13F portfolio, value $976,423.

    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 27,860 shares
    Change vs previous 13F +420 shares

    0.09% of the 13F portfolio, value $955,041.

    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 27,440 shares
    Change vs previous 13F +2,189 shares

    0.09% of the 13F portfolio, value $909,636.

    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 25,251 shares
    Change vs previous 13F +6,337 shares

    0.08% of the 13F portfolio, value $753,490.

    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 18,914 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $510,867.

    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).