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Disclosery

BEACON FINANCIAL GROUP: TROW position timeline

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

BEACON FINANCIAL GROUP held 2,953 TROW 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 2,953 shares
    Change vs previous 13F -420 shares

    0.03% of the 13F portfolio, value $335,695.

    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 3,373 shares
    Change vs previous 13F -17,616 shares

    0.03% of the 13F portfolio, value $304,012.

    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 20,989 shares
    Change vs previous 13F -2,757 shares

    0.21% of the 13F portfolio, value $2,148,837.

    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 23,746 shares
    Change vs previous 13F -2,694 shares

    0.24% of the 13F portfolio, value $2,437,300.

    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 26,440 shares
    Change vs previous 13F -4,591 shares

    0.27% of the 13F portfolio, value $2,551,497.

    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 31,031 shares
    Change vs previous 13F -1,260 shares

    0.31% of the 13F portfolio, value $2,850,830.

    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 32,291 shares
    Change vs previous 13F -1,942 shares

    0.39% of the 13F portfolio, value $3,651,803.

    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 34,233 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,728,998.

    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).