Current Market Value 960,385,131
Current Holdings 338
Most Recent File Date 2025-07-09
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Beacon Financial Group . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-09 2025-06-30 13F-HR 338 960,385
2025-04-10 2025-03-31 13F-HR 334 915,770
2025-01-29 2024-12-31 13F-HR 323 929,119
2024-11-12 2024-09-30 13F-HR 327 924,218
2024-08-06 2024-06-30 13F-HR 321 877,967
2024-05-07 2024-03-31 13F-HR 318 871,616
2024-02-23 2023-12-31 13F-HR 311 819,952
2023-10-16 2023-09-30 13F-HR 232 705
2023-07-20 2023-06-30 13F-HR 223 737
2023-04-14 2023-03-31 13F-HR 217 717
2023-01-19 2022-12-31 13F-HR 225 733
2022-10-13 2022-09-30 13F-HR 224 643,300
2022-07-19 2022-06-30 13F-HR 219 672,072
2022-04-08 2022-03-31 13F-HR 228 750,534
2022-01-07 2021-12-31 13F-HR 223 769,131
2021-10-13 2021-09-30 13F-HR 221 745,214
2021-07-26 2021-06-30 13F-HR 207 706,095
2021-08-16 2021-03-31 13F-HR 197 638,757
2021-01-15 2020-12-31 13F-HR 202 638,757
2020-10-13 2020-09-30 13F-HR 185 558,990
2020-08-05 2020-06-30 13F-HR 180 518,752
2020-01-17 2019-12-31 13F-HR 186 797,815
2019-10-15 2019-09-30 13F-HR 184 586,968
2019-07-15 2019-06-30 13F-HR 185 586,182
2019-04-18 2019-03-31 13F-HR 169 610,874
2019-01-16 2018-12-31 13F-HR 173 533,191
2018-10-10 2018-09-30 13F-HR 179 592,545
2018-07-11 2018-06-30 13F-HR 187 591,663
2018-04-06 2018-03-31 13F-HR 208 586,445
2018-01-03 2017-12-31 13F-HR 178 573,304
2018-01-03 2017-12-31 13F-HR/A 1 R 178 574,219
2017-10-03 2017-09-30 13F-HR 176 554,056
2017-06-30 2017-06-30 13F-HR 179 526,891
2017-04-03 2017-03-31 13F-HR 176 523,312
2017-01-05 2016-12-31 13F-HR 175 491,558
2016-10-03 2016-09-30 13F-HR 181 475,715
2016-07-12 2016-06-30 13F-HR 171 458,018
2016-04-01 2016-03-31 13F-HR 168 462,786
2016-01-04 2015-12-31 13F-HR 168 434,924
2015-10-02 2015-09-30 13F-HR 162 408,778
2015-07-01 2015-06-30 13F-HR 169 460,863
2015-04-02 2015-03-31 13F-HR 166 450,782
2015-01-15 2014-12-31 13F-HR 186 482,258
2014-10-02 2014-09-30 13F-HR 191 461,241
2014-07-08 2014-06-30 13F-HR 157 452,403
2014-04-23 2014-03-31 13F-HR 166 486,324
2014-02-10 2013-12-31 13F-HR 178 519,746
2013-11-12 2013-09-30 13F-HR 170 464,597