Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

IEX holding history

Idex Corp in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overview All 13F holders of IEX Full Q2 2026 holdings

Shares (Q2 2026): 1,796
Value: $407.6K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of IEX by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,796	$407.6K	<0.1%	−255−12.4%	Reduced	Holders
Q1 2026	2,051	$388.8K	<0.1%	+646+46.0%	Added	Holders
Q4 2025	1,405	$250.0K	<0.1%	−368−20.8%	Reduced	Holders
Q3 2025	1,773	$288.6K	<0.1%	+1,773	New	Holders