Skip to content
Disclosery

BEACON FINANCIAL GROUP: SGOV position timeline

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

BEACON FINANCIAL GROUP held 26,658 SGOV 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 26,658 shares
    Change vs previous 13F -15,436 shares

    0.24% of the 13F portfolio, value $2,683,665.

    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 42,094 shares
    Change vs previous 13F +9,133 shares

    0.42% of the 13F portfolio, value $4,237,169.

    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 32,961 shares
    Change vs previous 13F +3,217 shares

    0.33% of the 13F portfolio, value $3,308,637.

    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 29,744 shares
    Change vs previous 13F +1,332 shares

    0.29% of the 13F portfolio, value $2,995,187.

    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 28,412 shares
    Change vs previous 13F +1,031 shares

    0.3% of the 13F portfolio, value $2,860,811.

    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 27,381 shares
    Change vs previous 13F +1,734 shares

    0.3% of the 13F portfolio, value $2,756,435.

    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 25,647 shares
    Change vs previous 13F +574 shares

    0.28% of the 13F portfolio, value $2,572,930.

    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 25,073 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,525,384.

    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).