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Disclosery

Beacon Bank & Trust: IEI position timeline

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

Beacon Bank & Trust held 15,427 IEI 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 15,427 shares
    Change vs previous 13F -7,270 shares

    0.35% of the 13F portfolio, value $1,811,901.

    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 22,697 shares
    Change vs previous 13F -17,214 shares

    0.55% of the 13F portfolio, value $2,691,864.

    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 39,911 shares
    Change vs previous 13F -159,994 shares

    0.97% of the 13F portfolio, value $4,763,377.

    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 199,905 shares
    Change vs previous 13F +26,042 shares

    5.14% of the 13F portfolio, value $23,890,646.

    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 173,863 shares
    Change vs previous 13F +8,349 shares

    4.73% of the 13F portfolio, value $20,705,343.

    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 165,514 shares
    Change vs previous 13F +2,873 shares

    4.76% of the 13F portfolio, value $19,552,997.

    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 162,641 shares
    Change vs previous 13F -9,792 shares

    4.37% of the 13F portfolio, value $18,793,166.

    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 172,433 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $20,623,850.

    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).