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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

SRC holding history

Spirit Realty Capital, Inc. 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.

SRC overviewAll 13F holders of SRCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of SRC by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−105,267−100.0%Sold outHolders
Q4 2023105,267$4.60M0.6%−2,094−2.0%ReducedHolders
Q3 2023107,361$4.14M0.6%−1,037−1.0%ReducedHolders
Q2 2023108,398$4.26M0.6%+3,067+2.9%AddedHolders
Q1 2023105,331$4.09M0.6%−13,581−11.4%ReducedHolders
Q4 2022118,912$4.75M0.6%−230−0.2%ReducedHolders
Q3 2022119,142$4.23M0.7%−577−0.5%ReducedHolders
Q2 2022119,719$4.61M0.7%−497−0.4%ReducedHolders
Q1 2022120,216$5.63M0.8%+11,675+10.8%AddedHolders
Q4 2021108,541$5.20M0.7%−11,870−9.9%ReducedHolders
Q3 2021120,411$5.69M0.8%−3,255−2.6%ReducedHolders
Q2 2021123,666$6.10M0.9%−1,717−1.4%ReducedHolders
Q1 2021125,383$4.77M0.7%––Holders

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