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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
1,620
Value
$262.2K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of MMM by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,620$262.2K<0.1%+66+4.2%AddedHolders
Q1 20261,554$225.6K<0.1%−34−2.1%ReducedHolders
Q4 20251,588$254.2K<0.1%+30+1.9%AddedHolders
Q3 20251,558$241.7K<0.1%+19+1.2%AddedHolders
Q2 20251,539$234.2K<0.1%+41+2.7%AddedHolders
Q1 20251,498$219.9K<0.1%+1,498NewHolders
Q1 20230$00.0%−4,585−100.0%Sold outHolders
Q4 20224,585$551.0K0.1%−51−1.1%ReducedHolders
Q3 20224,636$521.0K0.1%00.0%UnchangedHolders
Q2 20224,636$618.0K0.1%−5−0.1%ReducedHolders
Q1 20224,641$697.0K0.1%+2,962+176.4%AddedHolders
Q4 20211,679$298.0K<0.1%+50+3.1%AddedHolders
Q3 20211,629$295.0K<0.1%00.0%UnchangedHolders
Q2 20211,629$327.0K<0.1%−263−13.9%ReducedHolders
Q1 20211,892$315.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.