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BEACON FINANCIAL GROUP: TLH position timeline

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

BEACON FINANCIAL GROUP held 82,784 TLH 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 82,784 shares
    Change vs previous 13F +6,364 shares

    0.75% of the 13F portfolio, value $8,307,412.

    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 76,420 shares
    Change vs previous 13F +18,011 shares

    0.77% of the 13F portfolio, value $7,697,048.

    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 58,409 shares
    Change vs previous 13F -14,830 shares

    0.59% of the 13F portfolio, value $5,938,464.

    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 73,239 shares
    Change vs previous 13F +13,445 shares

    0.74% of the 13F portfolio, value $7,542,895.

    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 59,794 shares
    Change vs previous 13F +6,116 shares

    0.63% of the 13F portfolio, value $6,075,073.

    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 53,678 shares
    Change vs previous 13F +48,997 shares

    0.61% of the 13F portfolio, value $5,569,093.

    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 4,681 shares
    Change vs previous 13F +565 shares

    0.05% of the 13F portfolio, value $465,947.

    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 4,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $450,002.

    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).