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Disclosery

Beacon Bank & Trust: IVV position timeline

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

Beacon Bank & Trust held 6,012 IVV 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 6,012 shares
    Change vs previous 13F -1,920 shares

    0.86% of the 13F portfolio, value $4,502,326.

    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 7,932 shares
    Change vs previous 13F +332 shares

    1.06% of the 13F portfolio, value $5,181,261.

    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 7,600 shares
    Change vs previous 13F -3,240 shares

    1.06% of the 13F portfolio, value $5,205,543.

    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 10,840 shares
    Change vs previous 13F +1,437 shares

    1.56% of the 13F portfolio, value $7,255,211.

    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 9,403 shares
    Change vs previous 13F +891 shares

    1.33% of the 13F portfolio, value $5,838,321.

    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 8,512 shares
    Change vs previous 13F -636 shares

    1.17% of the 13F portfolio, value $4,782,891.

    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 9,148 shares
    Change vs previous 13F -177 shares

    1.25% of the 13F portfolio, value $5,385,243.

    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 9,325 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,378,845.

    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).