Skip to content
Disclosery

BEACON FINANCIAL GROUP: VTI position timeline

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

BEACON FINANCIAL GROUP held 30,529 VTI 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 30,529 shares
    Change vs previous 13F -254 shares

    1.03% of the 13F portfolio, value $11,297,017.

    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 30,783 shares
    Change vs previous 13F -249 shares

    0.99% of the 13F portfolio, value $9,875,369.

    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 31,032 shares
    Change vs previous 13F -1,158 shares

    1.03% of the 13F portfolio, value $10,403,972.

    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 32,190 shares
    Change vs previous 13F -349 shares

    1.04% of the 13F portfolio, value $10,563,668.

    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 32,539 shares
    Change vs previous 13F +118 shares

    1.03% of the 13F portfolio, value $9,889,463.

    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 32,421 shares
    Change vs previous 13F -544 shares

    0.97% of the 13F portfolio, value $8,910,504.

    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 32,965 shares
    Change vs previous 13F -255 shares

    1.03% of the 13F portfolio, value $9,553,498.

    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 33,220 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $9,406,489.

    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).