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Disclosery

BEACON FINANCIAL GROUP: VEA position timeline

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

BEACON FINANCIAL GROUP held 53,108 VEA 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 53,108 shares
    Change vs previous 13F -68 shares

    0.34% of the 13F portfolio, value $3,783,945.

    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 53,176 shares
    Change vs previous 13F -171 shares

    0.34% of the 13F portfolio, value $3,407,518.

    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 53,347 shares
    Change vs previous 13F -548 shares

    0.33% of the 13F portfolio, value $3,332,587.

    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 53,895 shares
    Change vs previous 13F +120 shares

    0.32% of the 13F portfolio, value $3,229,388.

    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 53,775 shares
    Change vs previous 13F -134 shares

    0.32% of the 13F portfolio, value $3,065,713.

    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 53,909 shares
    Change vs previous 13F -2,659 shares

    0.3% of the 13F portfolio, value $2,740,194.

    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 56,568 shares
    Change vs previous 13F -989 shares

    0.29% of the 13F portfolio, value $2,705,082.

    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 57,557 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,039,585.

    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).