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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

VRT holding history

Vertiv Holdings 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.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
681
Value
$228.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of VRT by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026681$228.0K<0.1%+681NewHolders