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Disclosery

BEACON FINANCIAL GROUP: SPEM position timeline

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

BEACON FINANCIAL GROUP held 16,767 SPEM 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 16,767 shares
    Change vs previous 13F -469 shares

    0.08% of the 13F portfolio, value $868,195.

    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 17,236 shares
    Change vs previous 13F -55 shares

    0.08% of the 13F portfolio, value $808,541.

    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 17,291 shares
    Change vs previous 13F +1,141 shares

    0.08% of the 13F portfolio, value $809,392.

    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 16,150 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $755,982.

    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 16,154 shares
    Change vs previous 13F +1,300 shares

    0.07% of the 13F portfolio, value $690,422.

    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 14,854 shares
    Change vs previous 13F +2,040 shares

    0.06% of the 13F portfolio, value $584,802.

    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 12,814 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $491,673.

    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 12,279 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $506,877.

    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).