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Disclosery

BEACON FINANCIAL GROUP: VIG position timeline

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

BEACON FINANCIAL GROUP held 32,933 VIG 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 32,933 shares
    Change vs previous 13F -2,154 shares

    0.71% of the 13F portfolio, value $7,792,712.

    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 35,087 shares
    Change vs previous 13F -885 shares

    0.75% of the 13F portfolio, value $7,545,824.

    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 35,972 shares
    Change vs previous 13F -964 shares

    0.79% of the 13F portfolio, value $7,905,864.

    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 36,936 shares
    Change vs previous 13F -2,295 shares

    0.78% of the 13F portfolio, value $7,970,420.

    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 39,231 shares
    Change vs previous 13F -2,784 shares

    0.84% of the 13F portfolio, value $8,029,332.

    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 42,015 shares
    Change vs previous 13F -3,938 shares

    0.89% of the 13F portfolio, value $8,150,417.

    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 45,953 shares
    Change vs previous 13F -4,407 shares

    0.97% of the 13F portfolio, value $8,999,046.

    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 50,360 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $9,974,322.

    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).