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Disclosery

BEACON FINANCIAL GROUP: SPYM position timeline

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

BEACON FINANCIAL GROUP held 53,773 SPYM 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 53,773 shares
    Change vs previous 13F +4,513 shares

    0.43% of the 13F portfolio, value $4,725,571.

    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 49,260 shares
    Change vs previous 13F +2,897 shares

    0.38% of the 13F portfolio, value $3,770,360.

    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 46,363 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $3,719,240.

    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 46,363 shares
    Change vs previous 13F +430 shares

    0.36% of the 13F portfolio, value $3,632,077.

    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 45,933 shares
    Change vs previous 13F -4,745 shares

    0.35% of the 13F portfolio, value $3,338,870.

    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 50,678 shares
    Change vs previous 13F +301 shares

    0.36% of the 13F portfolio, value $3,332,585.

    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 50,377 shares
    Change vs previous 13F -174 shares

    0.37% of the 13F portfolio, value $3,472,990.

    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 50,551 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,412,698.

    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).