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BEACON FINANCIAL GROUP: RDVY position timeline

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

BEACON FINANCIAL GROUP held 222,060 RDVY 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 222,060 shares
    Change vs previous 13F -9,708 shares

    1.64% of the 13F portfolio, value $18,000,165.

    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 231,768 shares
    Change vs previous 13F -5,112 shares

    1.58% of the 13F portfolio, value $15,825,118.

    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 236,880 shares
    Change vs previous 13F -6,545 shares

    1.64% of the 13F portfolio, value $16,456,057.

    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 243,425 shares
    Change vs previous 13F -18,210 shares

    1.61% of the 13F portfolio, value $16,372,785.

    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 261,635 shares
    Change vs previous 13F -13,158 shares

    1.71% of the 13F portfolio, value $16,415,010.

    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 274,793 shares
    Change vs previous 13F -22,915 shares

    1.76% of the 13F portfolio, value $16,086,372.

    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 297,708 shares
    Change vs previous 13F -1,682 shares

    1.89% of the 13F portfolio, value $17,606,474.

    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 299,390 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $17,726,910.

    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).