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Disclosery

BEACON FINANCIAL GROUP: XDEC position timeline

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

BEACON FINANCIAL GROUP held 225,812 XDEC 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 225,812 shares
    Change vs previous 13F +10,753 shares

    0.88% of the 13F portfolio, value $9,672,646.

    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 215,059 shares
    Change vs previous 13F +1,860 shares

    0.86% of the 13F portfolio, value $8,669,361.

    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 213,199 shares
    Change vs previous 13F -1,556 shares

    0.87% of the 13F portfolio, value $8,724,561.

    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 214,755 shares
    Change vs previous 13F -7,558 shares

    0.85% of the 13F portfolio, value $8,611,542.

    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 222,313 shares
    Change vs previous 13F -4,066 shares

    0.9% of the 13F portfolio, value $8,633,788.

    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 226,379 shares
    Change vs previous 13F -3,331 shares

    0.91% of the 13F portfolio, value $8,329,941.

    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 229,710 shares
    Change vs previous 13F -5,337 shares

    0.92% of the 13F portfolio, value $8,568,169.

    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 235,047 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,643,464.

    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).