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Disclosery

Beacon Bank & Trust: USMV position timeline

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

Beacon Bank & Trust held 153,496 USMV 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 153,496 shares
    Change vs previous 13F +2,264 shares

    2.82% of the 13F portfolio, value $14,806,223.

    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 151,232 shares
    Change vs previous 13F +4,325 shares

    2.88% of the 13F portfolio, value $14,025,255.

    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 146,907 shares
    Change vs previous 13F +10,964 shares

    2.81% of the 13F portfolio, value $13,832,762.

    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 135,943 shares
    Change vs previous 13F +8,267 shares

    2.78% of the 13F portfolio, value $12,933,616.

    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 127,676 shares
    Change vs previous 13F +8,804 shares

    2.74% of the 13F portfolio, value $11,984,945.

    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 118,872 shares
    Change vs previous 13F +9,398 shares

    2.71% of the 13F portfolio, value $11,133,550.

    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 109,474 shares
    Change vs previous 13F +10,593 shares

    2.26% of the 13F portfolio, value $9,720,196.

    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 98,881 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $9,028,823.

    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).