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Disclosery

BEACON FINANCIAL GROUP: USHY position timeline

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

BEACON FINANCIAL GROUP held 12,608 USHY 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 12,608 shares
    Change vs previous 13F -527 shares

    0.04% of the 13F portfolio, value $466,746.

    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 13,135 shares
    Change vs previous 13F -3,235 shares

    0.05% of the 13F portfolio, value $483,895.

    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 16,370 shares
    Change vs previous 13F +4,178 shares

    0.06% of the 13F portfolio, value $612,144.

    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 12,192 shares
    Change vs previous 13F +1,601 shares

    0.05% of the 13F portfolio, value $460,614.

    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 10,591 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $397,268.

    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 10,756 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $395,928.

    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 10,866 shares
    Change vs previous 13F +103 shares

    0.04% of the 13F portfolio, value $399,760.

    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 10,763 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $405,227.

    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).