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Disclosery

BEACON FINANCIAL GROUP: SPTM position timeline

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

BEACON FINANCIAL GROUP held 116,743 SPTM 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 116,743 shares
    Change vs previous 13F -9,907 shares

    0.96% of the 13F portfolio, value $10,599,084.

    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 126,650 shares
    Change vs previous 13F -543 shares

    1% of the 13F portfolio, value $10,012,981.

    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 127,193 shares
    Change vs previous 13F -3,993 shares

    1.04% of the 13F portfolio, value $10,493,414.

    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 131,186 shares
    Change vs previous 13F -4,960 shares

    1.04% of the 13F portfolio, value $10,580,190.

    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 136,146 shares
    Change vs previous 13F -166 shares

    1.06% of the 13F portfolio, value $10,196,004.

    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 136,312 shares
    Change vs previous 13F -10,522 shares

    1.01% of the 13F portfolio, value $9,270,558.

    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 146,834 shares
    Change vs previous 13F -6,766 shares

    1.13% of the 13F portfolio, value $10,488,339.

    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 153,600 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $10,761,242.

    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).