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Disclosery

Beacon Bank & Trust: SDG position timeline

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

Beacon Bank & Trust held 9,419 SDG 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 9,419 shares
    Change vs previous 13F -163 shares

    0.16% of the 13F portfolio, value $842,346.

    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 9,582 shares
    Change vs previous 13F +400 shares

    0.16% of the 13F portfolio, value $804,432.

    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 9,182 shares
    Change vs previous 13F -3,742 shares

    0.16% of the 13F portfolio, value $773,350.

    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 12,924 shares
    Change vs previous 13F -212 shares

    0.23% of the 13F portfolio, value $1,075,278.

    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 13,136 shares
    Change vs previous 13F -345 shares

    0.23% of the 13F portfolio, value $996,496.

    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 13,481 shares
    Change vs previous 13F +141 shares

    0.24% of the 13F portfolio, value $975,889.

    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 13,340 shares
    Change vs previous 13F +111 shares

    0.22% of the 13F portfolio, value $954,610.

    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 13,229 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,121,686.

    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).