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Disclosery

Beacon Bank & Trust: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bank & Trust on AXP, newest first. How the timeline and the estimate are built.

Beacon Bank & Trust held 6,761 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,761 shares
    Change vs previous 13F -429 shares

    0.44% of the 13F portfolio, value $2,286,907.

    13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,190 shares
    Change vs previous 13F +734 shares

    0.45% of the 13F portfolio, value $2,174,830.

    13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,456 shares
    Change vs previous 13F -1,194 shares

    0.48% of the 13F portfolio, value $2,388,396.

    13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,650 shares
    Change vs previous 13F -435 shares

    0.55% of the 13F portfolio, value $2,541,023.

    13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,085 shares
    Change vs previous 13F -174 shares

    0.59% of the 13F portfolio, value $2,578,952.

    13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,259 shares
    Change vs previous 13F -145 shares

    0.54% of the 13F portfolio, value $2,222,083.

    13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,404 shares
    Change vs previous 13F -89 shares

    0.58% of the 13F portfolio, value $2,494,222.

    13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,493 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,303,301.

    13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).