Skip to content
Disclosery

BEACON FINANCIAL GROUP: USMV position timeline

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

BEACON FINANCIAL GROUP held 3,813 USMV 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 3,813 shares
    Change vs previous 13F -256 shares

    0.03% of the 13F portfolio, value $367,802.

    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 4,069 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $377,359.

    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 4,079 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $384,079.

    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 3,974 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $378,086.

    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 4,024 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $377,733.

    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 3,985 shares
    Change vs previous 13F -336 shares

    0.04% of the 13F portfolio, value $373,235.

    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 4,321 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $383,662.

    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 4,321 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $394,551.

    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).