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Disclosery

BEACON FINANCIAL GROUP: XLF position timeline

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

BEACON FINANCIAL GROUP held 39,564 XLF 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 39,564 shares
    Change vs previous 13F -7,216 shares

    0.19% of the 13F portfolio, value $2,121,043.

    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 46,780 shares
    Change vs previous 13F -1,648 shares

    0.23% of the 13F portfolio, value $2,309,551.

    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 48,428 shares
    Change vs previous 13F +118 shares

    0.26% of the 13F portfolio, value $2,652,423.

    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 48,310 shares
    Change vs previous 13F -476 shares

    0.26% of the 13F portfolio, value $2,602,441.

    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 48,786 shares
    Change vs previous 13F +5,911 shares

    0.27% of the 13F portfolio, value $2,554,929.

    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 42,875 shares
    Change vs previous 13F -4,469 shares

    0.23% of the 13F portfolio, value $2,135,588.

    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 47,344 shares
    Change vs previous 13F +23 shares

    0.25% of the 13F portfolio, value $2,288,140.

    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 47,321 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,144,571.

    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).