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Disclosery

Beacon Bank & Trust: HDV position timeline

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

Beacon Bank & Trust held 52,660 HDV 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 52,660 shares
    Change vs previous 13F +41,545 shares

    0.28% of the 13F portfolio, value $1,443,410.

    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 11,115 shares
    Change vs previous 13F +330 shares

    0.31% of the 13F portfolio, value $1,508,527.

    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 10,785 shares
    Change vs previous 13F +81 shares

    0.27% of the 13F portfolio, value $1,311,563.

    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 10,704 shares
    Change vs previous 13F -390 shares

    0.28% of the 13F portfolio, value $1,310,704.

    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 11,094 shares
    Change vs previous 13F -304 shares

    0.3% of the 13F portfolio, value $1,299,883.

    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 11,398 shares
    Change vs previous 13F +818 shares

    0.34% of the 13F portfolio, value $1,380,525.

    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 10,580 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $1,187,709.

    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 10,631 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,250,417.

    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).