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Disclosery

BEACON FINANCIAL GROUP: VWO position timeline

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

BEACON FINANCIAL GROUP held 214,183 VWO 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 214,183 shares
    Change vs previous 13F -81,416 shares

    1.16% of the 13F portfolio, value $12,784,597.

    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 295,599 shares
    Change vs previous 13F -87,317 shares

    1.59% of the 13F portfolio, value $15,977,143.

    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 382,916 shares
    Change vs previous 13F +96,544 shares

    2.05% of the 13F portfolio, value $20,585,546.

    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 286,372 shares
    Change vs previous 13F +59,579 shares

    1.53% of the 13F portfolio, value $15,515,624.

    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 226,793 shares
    Change vs previous 13F +105,267 shares

    1.17% of the 13F portfolio, value $11,217,182.

    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 121,526 shares
    Change vs previous 13F +45,671 shares

    0.6% of the 13F portfolio, value $5,500,253.

    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 75,855 shares
    Change vs previous 13F +7,977 shares

    0.36% of the 13F portfolio, value $3,340,674.

    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 67,878 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,247,953.

    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).