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Disclosery

BEACON FINANCIAL GROUP: VYM position timeline

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

BEACON FINANCIAL GROUP held 173,259 VYM 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 173,259 shares
    Change vs previous 13F -2,426 shares

    2.49% of the 13F portfolio, value $27,380,072.

    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 175,685 shares
    Change vs previous 13F -25,878 shares

    2.6% of the 13F portfolio, value $26,018,974.

    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 201,563 shares
    Change vs previous 13F -8,067 shares

    2.88% of the 13F portfolio, value $28,928,272.

    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 209,630 shares
    Change vs previous 13F -10,417 shares

    2.91% of the 13F portfolio, value $29,547,367.

    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 220,047 shares
    Change vs previous 13F -13,768 shares

    3.05% of the 13F portfolio, value $29,334,407.

    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 233,815 shares
    Change vs previous 13F -15,405 shares

    3.29% of the 13F portfolio, value $30,152,809.

    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 249,220 shares
    Change vs previous 13F -2,192 shares

    3.42% of the 13F portfolio, value $31,797,977.

    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 251,412 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $32,230,975.

    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).