Beacon Bank & Trust: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bank & Trust on MSFT, newest first. How the timeline and the estimate are built.
Beacon Bank & Trust held 34,694 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F/A 34,694 sharesChange vs previous 13F -1,911 shares
2.47% of the 13F portfolio, value $12,941,555.
13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,605 sharesChange vs previous 13F -1,492 shares
2.78% of the 13F portfolio, value $13,550,072.
13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,097 sharesChange vs previous 13F -2,151 shares
3.74% of the 13F portfolio, value $18,424,470.
13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,248 sharesChange vs previous 13F -1,296 shares
4.49% of the 13F portfolio, value $20,846,451.
13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41,544 sharesChange vs previous 13F -782 shares
4.72% of the 13F portfolio, value $20,664,400.
13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,326 sharesChange vs previous 13F -1,267 shares
3.87% of the 13F portfolio, value $15,888,756.
13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,593 sharesChange vs previous 13F +1,172 shares
4.27% of the 13F portfolio, value $18,374,449.
13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,421 sharesChange vs previous 13F not available
4.28% of the 13F portfolio, value $18,253,755.
13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).