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Disclosery

Beacon Bank & Trust: D position timeline

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

Beacon Bank & Trust held 20,860 D 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 20,860 shares
    Change vs previous 13F -1,587 shares

    0.27% of the 13F portfolio, value $1,424,528.

    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 22,447 shares
    Change vs previous 13F -3,893 shares

    0.28% of the 13F portfolio, value $1,387,672.

    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 26,340 shares
    Change vs previous 13F -4,022 shares

    0.31% of the 13F portfolio, value $1,543,260.

    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 30,362 shares
    Change vs previous 13F -711 shares

    0.4% of the 13F portfolio, value $1,857,242.

    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 31,073 shares
    Change vs previous 13F -232 shares

    0.4% of the 13F portfolio, value $1,756,245.

    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 31,305 shares
    Change vs previous 13F +736 shares

    0.43% of the 13F portfolio, value $1,755,271.

    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 30,569 shares
    Change vs previous 13F -4,499 shares

    0.38% of the 13F portfolio, value $1,646,445.

    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 35,068 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,026,579.

    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).