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Disclosery

Beacon Bank & Trust: SPY position timeline

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

Beacon Bank & Trust held 62,762 SPY 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 62,762 shares
    Change vs previous 13F -2,552 shares

    8.94% of the 13F portfolio, value $46,868,778.

    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 65,314 shares
    Change vs previous 13F -3,665 shares

    8.71% of the 13F portfolio, value $42,476,305.

    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 68,979 shares
    Change vs previous 13F -1,797 shares

    9.54% of the 13F portfolio, value $47,038,159.

    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 70,776 shares
    Change vs previous 13F -2,778 shares

    10.15% of the 13F portfolio, value $47,149,555.

    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 73,554 shares
    Change vs previous 13F -4,839 shares

    10.37% of the 13F portfolio, value $45,445,338.

    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 78,393 shares
    Change vs previous 13F -9,326 shares

    10.69% of the 13F portfolio, value $43,852,259.

    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 87,719 shares
    Change vs previous 13F -3,416 shares

    11.96% of the 13F portfolio, value $51,410,350.

    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 91,135 shares
    Change vs previous 13F not available

    12.27% of the 13F portfolio, value $52,289,617.

    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).