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Disclosery

Beacon Bank & Trust: SHV position timeline

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

Beacon Bank & Trust held 0 SHV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,875 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,875 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $426,831.

    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).

  3. period ended2025-09-30
    13F 3,875 shares
    Change vs previous 13F -14,807 shares

    0.09% of the 13F portfolio, value $428,148.

    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).

  4. period ended2025-06-30
    13F 18,682 shares
    Change vs previous 13F +700 shares

    0.47% of the 13F portfolio, value $2,062,866.

    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).

  5. period ended2025-03-31
    13F 17,982 shares
    Change vs previous 13F +3,180 shares

    0.48% of the 13F portfolio, value $1,986,291.

    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).

  6. period ended2024-12-31
    13F 14,802 shares
    Change vs previous 13F +11,167 shares

    0.38% of the 13F portfolio, value $1,629,848.

    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).

  7. period ended2024-09-30
    13F 3,635 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $402,140.

    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).