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Disclosery

BEACON FINANCIAL GROUP: V position timeline

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

BEACON FINANCIAL GROUP held 22,211 V 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 22,211 shares
    Change vs previous 13F -290 shares

    0.69% of the 13F portfolio, value $7,620,491.

    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 22,501 shares
    Change vs previous 13F +10,267 shares

    0.68% of the 13F portfolio, value $6,800,654.

    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 12,234 shares
    Change vs previous 13F -243 shares

    0.43% of the 13F portfolio, value $4,290,680.

    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 12,477 shares
    Change vs previous 13F -77 shares

    0.42% of the 13F portfolio, value $4,259,386.

    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 12,554 shares
    Change vs previous 13F +341 shares

    0.46% of the 13F portfolio, value $4,457,188.

    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 12,213 shares
    Change vs previous 13F +202 shares

    0.47% of the 13F portfolio, value $4,280,322.

    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 12,011 shares
    Change vs previous 13F -349 shares

    0.41% of the 13F portfolio, value $3,796,016.

    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 12,360 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,398,486.

    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).