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Disclosery

BEACON FINANCIAL GROUP: VTV position timeline

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

BEACON FINANCIAL GROUP held 100,053 VTV 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 100,053 shares
    Change vs previous 13F -16,080 shares

    1.98% of the 13F portfolio, value $21,804,589.

    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 116,133 shares
    Change vs previous 13F -12,608 shares

    2.27% of the 13F portfolio, value $22,785,199.

    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 128,741 shares
    Change vs previous 13F +40,707 shares

    2.45% of the 13F portfolio, value $24,588,236.

    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 88,034 shares
    Change vs previous 13F +10,538 shares

    1.61% of the 13F portfolio, value $16,417,512.

    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 77,496 shares
    Change vs previous 13F +15,613 shares

    1.43% of the 13F portfolio, value $13,696,710.

    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 61,883 shares
    Change vs previous 13F +19,837 shares

    1.17% of the 13F portfolio, value $10,689,734.

    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 42,046 shares
    Change vs previous 13F +3,603 shares

    0.77% of the 13F portfolio, value $7,118,334.

    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 38,443 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,710,989.

    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).