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Disclosery

Beacon Bank & Trust: IDV position timeline

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

Beacon Bank & Trust held 15,071 IDV 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 15,071 shares
    Change vs previous 13F -2,155 shares

    0.12% of the 13F portfolio, value $624,391.

    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 17,226 shares
    Change vs previous 13F -259 shares

    0.15% of the 13F portfolio, value $733,138.

    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 17,485 shares
    Change vs previous 13F +441 shares

    0.14% of the 13F portfolio, value $689,783.

    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 17,044 shares
    Change vs previous 13F -330 shares

    0.13% of the 13F portfolio, value $622,958.

    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 17,374 shares
    Change vs previous 13F -1,077 shares

    0.14% of the 13F portfolio, value $599,576.

    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 18,451 shares
    Change vs previous 13F -745 shares

    0.14% of the 13F portfolio, value $572,350.

    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 19,196 shares
    Change vs previous 13F -7,672 shares

    0.12% of the 13F portfolio, value $525,586.

    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 26,868 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $812,219.

    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).