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BEACON FINANCIAL GROUP: SBUX position timeline

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

BEACON FINANCIAL GROUP held 24,781 SBUX 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 24,781 shares
    Change vs previous 13F -2,136 shares

    0.23% of the 13F portfolio, value $2,532,408.

    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 26,917 shares
    Change vs previous 13F -1,447 shares

    0.24% of the 13F portfolio, value $2,411,464.

    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 28,364 shares
    Change vs previous 13F -2,505 shares

    0.24% of the 13F portfolio, value $2,388,538.

    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 30,869 shares
    Change vs previous 13F -2,203 shares

    0.26% of the 13F portfolio, value $2,611,511.

    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 33,072 shares
    Change vs previous 13F -2,553 shares

    0.32% of the 13F portfolio, value $3,030,367.

    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 35,625 shares
    Change vs previous 13F -2,302 shares

    0.38% of the 13F portfolio, value $3,494,420.

    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 37,927 shares
    Change vs previous 13F -605 shares

    0.37% of the 13F portfolio, value $3,460,849.

    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 38,532 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,756,473.

    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).