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BEACON FINANCIAL GROUP: SFLR position timeline

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

BEACON FINANCIAL GROUP held 114,063 SFLR 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 114,063 shares
    Change vs previous 13F -2,986 shares

    0.4% of the 13F portfolio, value $4,400,564.

    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 117,049 shares
    Change vs previous 13F -582 shares

    0.41% of the 13F portfolio, value $4,144,713.

    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 117,631 shares
    Change vs previous 13F +685 shares

    0.43% of the 13F portfolio, value $4,335,886.

    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 116,946 shares
    Change vs previous 13F +20,467 shares

    0.41% of the 13F portfolio, value $4,213,569.

    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 96,479 shares
    Change vs previous 13F +20,703 shares

    0.34% of the 13F portfolio, value $3,238,802.

    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 75,776 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,378,609.

    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).