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Disclosery

BEACON FINANCIAL GROUP: SHY position timeline

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

BEACON FINANCIAL GROUP held 8,353 SHY 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 8,353 shares
    Change vs previous 13F -311 shares

    0.06% of the 13F portfolio, value $685,866.

    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 8,664 shares
    Change vs previous 13F -78,577 shares

    0.07% of the 13F portfolio, value $715,387.

    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 87,241 shares
    Change vs previous 13F -9,554 shares

    0.72% of the 13F portfolio, value $7,225,299.

    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 96,795 shares
    Change vs previous 13F -11,780 shares

    0.79% of the 13F portfolio, value $8,030,152.

    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 108,575 shares
    Change vs previous 13F -3,090 shares

    0.94% of the 13F portfolio, value $8,996,540.

    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 111,665 shares
    Change vs previous 13F +99,828 shares

    1.01% of the 13F portfolio, value $9,238,085.

    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 11,837 shares
    Change vs previous 13F +3,095 shares

    0.1% of the 13F portfolio, value $970,361.

    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 8,742 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $726,897.

    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).