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Disclosery

Beacon Bank & Trust: IWF position timeline

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

Beacon Bank & Trust held 4,068 IWF 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 4,068 shares
    Change vs previous 13F +3,051 shares

    0.1% of the 13F portfolio, value $505,123.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $433,648.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $481,346.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $476,372.

    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 1,017 shares
    Change vs previous 13F -13 shares

    0.1% of the 13F portfolio, value $431,797.

    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 1,030 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $371,922.

    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 1,030 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $413,627.

    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 1,030 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $386,641.

    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).