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Disclosery

BEACON FINANCIAL GROUP: TXN position timeline

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

BEACON FINANCIAL GROUP held 27,111 TXN 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 27,111 shares
    Change vs previous 13F -497 shares

    0.73% of the 13F portfolio, value $8,080,906.

    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 27,608 shares
    Change vs previous 13F -900 shares

    0.53% of the 13F portfolio, value $5,359,820.

    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 28,508 shares
    Change vs previous 13F -1,356 shares

    0.49% of the 13F portfolio, value $4,945,915.

    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 29,864 shares
    Change vs previous 13F -1,226 shares

    0.54% of the 13F portfolio, value $5,486,836.

    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 31,090 shares
    Change vs previous 13F -1,314 shares

    0.67% of the 13F portfolio, value $6,454,832.

    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 32,404 shares
    Change vs previous 13F -1,739 shares

    0.64% of the 13F portfolio, value $5,823,054.

    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 34,143 shares
    Change vs previous 13F -382 shares

    0.69% of the 13F portfolio, value $6,402,206.

    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 34,525 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,131,771.

    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).