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BEACON FINANCIAL GROUP: TSM position timeline

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

BEACON FINANCIAL GROUP held 7,684 TSM 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 7,684 shares
    Change vs previous 13F +90 shares

    0.33% of the 13F portfolio, value $3,669,870.

    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 7,594 shares
    Change vs previous 13F +187 shares

    0.26% of the 13F portfolio, value $2,566,549.

    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 7,407 shares
    Change vs previous 13F +90 shares

    0.22% of the 13F portfolio, value $2,251,055.

    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 7,317 shares
    Change vs previous 13F +288 shares

    0.2% of the 13F portfolio, value $2,043,695.

    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 7,029 shares
    Change vs previous 13F +106 shares

    0.17% of the 13F portfolio, value $1,592,104.

    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 6,923 shares
    Change vs previous 13F -270 shares

    0.13% of the 13F portfolio, value $1,149,295.

    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 7,193 shares
    Change vs previous 13F -99 shares

    0.15% of the 13F portfolio, value $1,420,637.

    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 7,292 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,266,482.

    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).