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Disclosery

BEACON FINANCIAL GROUP: UPS position timeline

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

BEACON FINANCIAL GROUP held 12,305 UPS 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 12,305 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $1,322,805.

    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 12,282 shares
    Change vs previous 13F -10,866 shares

    0.12% of the 13F portfolio, value $1,208,268.

    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 23,148 shares
    Change vs previous 13F -1,469 shares

    0.23% of the 13F portfolio, value $2,296,040.

    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 24,617 shares
    Change vs previous 13F -999 shares

    0.2% of the 13F portfolio, value $2,056,260.

    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 25,616 shares
    Change vs previous 13F -1,847 shares

    0.27% of the 13F portfolio, value $2,585,658.

    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 27,463 shares
    Change vs previous 13F -596 shares

    0.33% of the 13F portfolio, value $3,020,659.

    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 28,059 shares
    Change vs previous 13F +327 shares

    0.38% of the 13F portfolio, value $3,538,199.

    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 27,732 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,780,996.

    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).