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BEACON FINANCIAL GROUP: TSLA position timeline

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

BEACON FINANCIAL GROUP held 4,154 TSLA 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 4,154 shares
    Change vs previous 13F +374 shares

    0.16% of the 13F portfolio, value $1,747,208.

    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 3,780 shares
    Change vs previous 13F -162 shares

    0.14% of the 13F portfolio, value $1,405,215.

    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 3,942 shares
    Change vs previous 13F +82 shares

    0.18% of the 13F portfolio, value $1,772,796.

    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 3,860 shares
    Change vs previous 13F +750 shares

    0.17% of the 13F portfolio, value $1,716,619.

    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 3,110 shares
    Change vs previous 13F +937 shares

    0.1% of the 13F portfolio, value $987,923.

    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 2,173 shares
    Change vs previous 13F +480 shares

    0.06% of the 13F portfolio, value $563,246.

    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 1,693 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $683,844.

    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 1,504 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $393,584.

    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).