WPO β€” GRAHAM HOLDINGS CO

Ownership history in BEACON FINANCIAL GROUP  Β·  1 quarter on record

AI Ownership Summary

BEACON FINANCIAL GROUP reported GRAHAM HOLDINGS CO (WPO) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON FINANCIAL GROUP's position in GRAHAM HOLDINGS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BEACON FINANCIAL GROUP held WPO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WPO

As of 2021 Q3 β€” sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.03%

FAQ About BEACON FINANCIAL GROUP and WPO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON FINANCIAL GROUP reported owning WPO?

BEACON FINANCIAL GROUP reported WPO across 0 quarterly 13F filings.

What was the largest reported WPO position in BEACON FINANCIAL GROUP's portfolio?

This page shows the quarter-by-quarter portfolio weight history for WPO in BEACON FINANCIAL GROUP.

What is the latest reported WPO position on this page?

The most recent filing on this page is 2021 Q3, when BEACON FINANCIAL GROUP reported 841 shares, equal to 0.07% of portfolio, with an estimated market value of $501K.

What does the chart on this WPO ownership page compare?

The chart compares BEACON FINANCIAL GROUP's quarterly WPO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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