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Beacon Bank & Trust: CRM position timeline

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

Beacon Bank & Trust held 3,988 CRM 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 3,988 shares
    Change vs previous 13F -290 shares

    0.12% of the 13F portfolio, value $624,760.

    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 4,278 shares
    Change vs previous 13F -858 shares

    0.16% of the 13F portfolio, value $798,574.

    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 5,136 shares
    Change vs previous 13F -1,249 shares

    0.28% of the 13F portfolio, value $1,360,577.

    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 6,385 shares
    Change vs previous 13F -451 shares

    0.33% of the 13F portfolio, value $1,513,245.

    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 6,836 shares
    Change vs previous 13F -121 shares

    0.43% of the 13F portfolio, value $1,864,108.

    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 6,957 shares
    Change vs previous 13F -278 shares

    0.45% of the 13F portfolio, value $1,866,980.

    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 7,235 shares
    Change vs previous 13F -162 shares

    0.56% of the 13F portfolio, value $2,418,877.

    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 7,397 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,024,632.

    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).