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Disclosery

Beacon Bank & Trust: IWP position timeline

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

Beacon Bank & Trust held 32,928 IWP 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 32,928 shares
    Change vs previous 13F -541 shares

    0.92% of the 13F portfolio, value $4,820,988.

    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 33,469 shares
    Change vs previous 13F -726 shares

    0.88% of the 13F portfolio, value $4,288,047.

    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 34,195 shares
    Change vs previous 13F -1,052 shares

    0.95% of the 13F portfolio, value $4,682,662.

    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 35,247 shares
    Change vs previous 13F -1,018 shares

    1.08% of the 13F portfolio, value $5,019,524.

    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 36,265 shares
    Change vs previous 13F -1,198 shares

    1.15% of the 13F portfolio, value $5,029,229.

    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 37,463 shares
    Change vs previous 13F -371 shares

    1.07% of the 13F portfolio, value $4,401,527.

    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 37,834 shares
    Change vs previous 13F -398 shares

    1.12% of the 13F portfolio, value $4,795,459.

    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 38,232 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,484,231.

    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).