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Disclosery

BEACON FINANCIAL GROUP: VZ position timeline

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

BEACON FINANCIAL GROUP held 41,196 VZ 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 41,196 shares
    Change vs previous 13F -966 shares

    0.16% of the 13F portfolio, value $1,744,233.

    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 42,162 shares
    Change vs previous 13F -82,179 shares

    0.21% of the 13F portfolio, value $2,116,551.

    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 124,341 shares
    Change vs previous 13F +1,464 shares

    0.5% of the 13F portfolio, value $5,064,393.

    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 122,877 shares
    Change vs previous 13F -10,554 shares

    0.53% of the 13F portfolio, value $5,400,454.

    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 133,431 shares
    Change vs previous 13F -9,391 shares

    0.6% of the 13F portfolio, value $5,773,562.

    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 142,822 shares
    Change vs previous 13F -9,419 shares

    0.71% of the 13F portfolio, value $6,478,420.

    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 152,241 shares
    Change vs previous 13F -9,003 shares

    0.66% of the 13F portfolio, value $6,088,098.

    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 161,244 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,241,454.

    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).