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BEACON FINANCIAL GROUP: QUAL position timeline

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

BEACON FINANCIAL GROUP held 13,044 QUAL 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 13,044 shares
    Change vs previous 13F -15,091 shares

    0.26% of the 13F portfolio, value $2,862,292.

    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 28,135 shares
    Change vs previous 13F +110 shares

    0.54% of the 13F portfolio, value $5,396,493.

    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 28,025 shares
    Change vs previous 13F -38,943 shares

    0.55% of the 13F portfolio, value $5,566,365.

    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 66,968 shares
    Change vs previous 13F -1,591 shares

    1.28% of the 13F portfolio, value $13,025,300.

    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 68,559 shares
    Change vs previous 13F +5,054 shares

    1.31% of the 13F portfolio, value $12,533,891.

    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 63,505 shares
    Change vs previous 13F +9,255 shares

    1.19% of the 13F portfolio, value $10,852,415.

    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 54,250 shares
    Change vs previous 13F +3,251 shares

    1.04% of the 13F portfolio, value $9,660,824.

    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 50,999 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,144,046.

    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).