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Disclosery

BEACON FINANCIAL GROUP: SCHW position timeline

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

BEACON FINANCIAL GROUP held 32,102 SCHW 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 32,102 shares
    Change vs previous 13F -194 shares

    0.27% of the 13F portfolio, value $2,962,080.

    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 32,296 shares
    Change vs previous 13F +105 shares

    0.3% of the 13F portfolio, value $3,035,207.

    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 32,191 shares
    Change vs previous 13F -155 shares

    0.32% of the 13F portfolio, value $3,216,235.

    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 32,346 shares
    Change vs previous 13F +106 shares

    0.3% of the 13F portfolio, value $3,088,064.

    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 32,240 shares
    Change vs previous 13F -55 shares

    0.31% of the 13F portfolio, value $2,941,539.

    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 32,295 shares
    Change vs previous 13F -139 shares

    0.28% of the 13F portfolio, value $2,528,029.

    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 32,434 shares
    Change vs previous 13F -774 shares

    0.26% of the 13F portfolio, value $2,400,418.

    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 33,208 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,152,205.

    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).