Skip to content
Disclosery

BEACON FINANCIAL GROUP: WM position timeline

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

BEACON FINANCIAL GROUP held 20,084 WM 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 20,084 shares
    Change vs previous 13F -407 shares

    0.41% of the 13F portfolio, value $4,476,213.

    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 20,491 shares
    Change vs previous 13F -1,078 shares

    0.47% of the 13F portfolio, value $4,708,725.

    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 21,569 shares
    Change vs previous 13F -908 shares

    0.47% of the 13F portfolio, value $4,738,979.

    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 22,477 shares
    Change vs previous 13F -1,486 shares

    0.49% of the 13F portfolio, value $4,963,622.

    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 23,963 shares
    Change vs previous 13F -1,492 shares

    0.57% of the 13F portfolio, value $5,483,216.

    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 25,455 shares
    Change vs previous 13F -1,677 shares

    0.64% of the 13F portfolio, value $5,893,126.

    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 27,132 shares
    Change vs previous 13F -643 shares

    0.59% of the 13F portfolio, value $5,474,921.

    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 27,775 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,766,072.

    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).