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Disclosery

Beacon Bank & Trust: UL position timeline

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

Beacon Bank & Trust held 42,436 UL 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 42,436 shares
    Change vs previous 13F -5,804 shares

    0.49% of the 13F portfolio, value $2,551,251.

    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 48,240 shares
    Change vs previous 13F -4,608 shares

    0.56% of the 13F portfolio, value $2,748,232.

    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 52,848 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,456,273.

    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).