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Disclosery

Beacon Bank & Trust: PEP position timeline

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

Beacon Bank & Trust held 11,067 PEP 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 11,067 shares
    Change vs previous 13F -338 shares

    0.29% of the 13F portfolio, value $1,498,471.

    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 11,405 shares
    Change vs previous 13F +1,041 shares

    0.36% of the 13F portfolio, value $1,771,082.

    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 10,364 shares
    Change vs previous 13F -242 shares

    0.3% of the 13F portfolio, value $1,487,440.

    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 10,606 shares
    Change vs previous 13F -276 shares

    0.32% of the 13F portfolio, value $1,489,505.

    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 10,882 shares
    Change vs previous 13F +2,042 shares

    0.33% of the 13F portfolio, value $1,436,858.

    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 8,840 shares
    Change vs previous 13F -168 shares

    0.32% of the 13F portfolio, value $1,325,468.

    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 9,008 shares
    Change vs previous 13F -719 shares

    0.32% of the 13F portfolio, value $1,369,755.

    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 9,727 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,654,076.

    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).