Skip to content
Disclosery

BEACON FINANCIAL GROUP: RDVI position timeline

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

BEACON FINANCIAL GROUP held 98,952 RDVI 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 98,952 shares
    Change vs previous 13F +9,103 shares

    0.26% of the 13F portfolio, value $2,909,174.

    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 89,849 shares
    Change vs previous 13F +20,326 shares

    0.23% of the 13F portfolio, value $2,295,652.

    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 69,523 shares
    Change vs previous 13F +8,645 shares

    0.18% of the 13F portfolio, value $1,824,287.

    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 60,878 shares
    Change vs previous 13F +5,998 shares

    0.15% of the 13F portfolio, value $1,573,704.

    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 54,880 shares
    Change vs previous 13F -129 shares

    0.14% of the 13F portfolio, value $1,356,094.

    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 55,009 shares
    Change vs previous 13F +6,559 shares

    0.14% of the 13F portfolio, value $1,304,806.

    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 48,450 shares
    Change vs previous 13F +666 shares

    0.13% of the 13F portfolio, value $1,174,435.

    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 47,784 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,177,410.

    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).