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Disclosery

Beacon Bank & Trust: IWS position timeline

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

Beacon Bank & Trust held 12,960 IWS 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 12,960 shares
    Change vs previous 13F -467 shares

    0.41% of the 13F portfolio, value $2,133,216.

    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 13,427 shares
    Change vs previous 13F -832 shares

    0.4% of the 13F portfolio, value $1,956,850.

    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 14,259 shares
    Change vs previous 13F -999 shares

    0.41% of the 13F portfolio, value $2,011,231.

    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 15,258 shares
    Change vs previous 13F +1,652 shares

    0.46% of the 13F portfolio, value $2,131,084.

    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 13,606 shares
    Change vs previous 13F -861 shares

    0.41% of the 13F portfolio, value $1,797,896.

    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 14,467 shares
    Change vs previous 13F +2,339 shares

    0.44% of the 13F portfolio, value $1,822,407.

    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 12,128 shares
    Change vs previous 13F -544 shares

    0.36% of the 13F portfolio, value $1,568,635.

    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 12,672 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,675,872.

    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).