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CIK 0001591379 • 7 13F filings • Apr 10, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("beacon-financial-group","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000019 |
| $1.02B |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001591379-26-000003 | $1.10B | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000751 | $960.4M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001591379-26-000002 | $1.00B | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000408 | $915.8M | View |