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Disclosery

BEACON FINANCIAL GROUP: WELL position timeline

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

BEACON FINANCIAL GROUP held 1,339 WELL 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 1,339 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $303,913.

    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 1,274 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $251,883.

    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 1,255 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $232,941.

    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 1,250 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,675.

    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).