Skip to content
Disclosery

BEACON FINANCIAL GROUP: SYY position timeline

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

BEACON FINANCIAL GROUP held 5,392 SYY 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 5,392 shares
    Change vs previous 13F -3,539 shares

    0.04% of the 13F portfolio, value $450,702.

    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 8,931 shares
    Change vs previous 13F -106 shares

    0.06% of the 13F portfolio, value $637,031.

    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 9,037 shares
    Change vs previous 13F -1,318 shares

    0.07% of the 13F portfolio, value $665,965.

    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 10,355 shares
    Change vs previous 13F +400 shares

    0.08% of the 13F portfolio, value $852,645.

    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 9,955 shares
    Change vs previous 13F +3,554 shares

    0.08% of the 13F portfolio, value $754,002.

    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 6,401 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $480,317.

    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 6,351 shares
    Change vs previous 13F -29 shares

    0.05% of the 13F portfolio, value $485,577.

    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 6,380 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $498,001.

    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).