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Disclosery

BEACON FINANCIAL GROUP: WMT position timeline

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

BEACON FINANCIAL GROUP held 44,823 WMT 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 44,823 shares
    Change vs previous 13F +297 shares

    0.46% of the 13F portfolio, value $5,076,656.

    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 44,526 shares
    Change vs previous 13F +416 shares

    0.55% of the 13F portfolio, value $5,533,735.

    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 44,110 shares
    Change vs previous 13F +698 shares

    0.49% of the 13F portfolio, value $4,914,272.

    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 43,412 shares
    Change vs previous 13F -197 shares

    0.44% of the 13F portfolio, value $4,474,000.

    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 43,609 shares
    Change vs previous 13F -59 shares

    0.44% of the 13F portfolio, value $4,264,089.

    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 43,668 shares
    Change vs previous 13F +910 shares

    0.42% of the 13F portfolio, value $3,833,616.

    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 42,758 shares
    Change vs previous 13F -606 shares

    0.42% of the 13F portfolio, value $3,863,167.

    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 43,364 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,501,626.

    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).