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Disclosery

BEACON FINANCIAL GROUP: WFC position timeline

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

BEACON FINANCIAL GROUP held 76,796 WFC 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 76,796 shares
    Change vs previous 13F -1,937 shares

    0.58% of the 13F portfolio, value $6,346,419.

    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 78,733 shares
    Change vs previous 13F -2,800 shares

    0.63% of the 13F portfolio, value $6,267,951.

    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 81,533 shares
    Change vs previous 13F -3,692 shares

    0.76% of the 13F portfolio, value $7,598,910.

    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 85,225 shares
    Change vs previous 13F -4,780 shares

    0.7% of the 13F portfolio, value $7,143,543.

    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 90,005 shares
    Change vs previous 13F -5,435 shares

    0.75% of the 13F portfolio, value $7,211,174.

    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 95,440 shares
    Change vs previous 13F -6,011 shares

    0.75% of the 13F portfolio, value $6,851,608.

    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 101,451 shares
    Change vs previous 13F -5,037 shares

    0.77% of the 13F portfolio, value $7,125,943.

    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 106,488 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $6,015,517.

    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).