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Disclosery

BEACON FINANCIAL GROUP: SUSC position timeline

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

BEACON FINANCIAL GROUP held 22,867 SUSC 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 22,867 shares
    Change vs previous 13F -699 shares

    0.05% of the 13F portfolio, value $529,403.

    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 23,566 shares
    Change vs previous 13F +1,269 shares

    0.05% of the 13F portfolio, value $545,263.

    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 22,297 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $521,409.

    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 22,282 shares
    Change vs previous 13F +155 shares

    0.05% of the 13F portfolio, value $524,964.

    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 22,127 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $514,010.

    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 22,144 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $510,641.

    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 22,144 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $503,112.

    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 22,102 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $525,807.

    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).