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Disclosery

BEACON FINANCIAL GROUP: UCON position timeline

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

BEACON FINANCIAL GROUP held 54,474 UCON 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 54,474 shares
    Change vs previous 13F -58,609 shares

    0.12% of the 13F portfolio, value $1,355,316.

    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 113,083 shares
    Change vs previous 13F -61,070 shares

    0.28% of the 13F portfolio, value $2,801,060.

    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 174,153 shares
    Change vs previous 13F -15,139 shares

    0.44% of the 13F portfolio, value $4,383,424.

    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 189,292 shares
    Change vs previous 13F -29,839 shares

    0.47% of the 13F portfolio, value $4,767,970.

    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 219,131 shares
    Change vs previous 13F -23,485 shares

    0.57% of the 13F portfolio, value $5,454,175.

    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 242,616 shares
    Change vs previous 13F +36,400 shares

    0.66% of the 13F portfolio, value $6,004,754.

    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 206,216 shares
    Change vs previous 13F -13,251 shares

    0.55% of the 13F portfolio, value $5,083,222.

    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 219,467 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,515,209.

    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).