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Disclosery

Beacon Bank & Trust: VTES position timeline

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

Beacon Bank & Trust held 96,154 VTES 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 96,154 shares
    Change vs previous 13F +1,926 shares

    1.86% of the 13F portfolio, value $9,741,361.

    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 94,228 shares
    Change vs previous 13F +3,717 shares

    1.95% of the 13F portfolio, value $9,530,219.

    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 90,511 shares
    Change vs previous 13F +8,098 shares

    1.87% of the 13F portfolio, value $9,193,654.

    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 82,413 shares
    Change vs previous 13F +57,312 shares

    1.81% of the 13F portfolio, value $8,399,945.

    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 25,101 shares
    Change vs previous 13F +7,408 shares

    0.58% of the 13F portfolio, value $2,533,443.

    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 17,693 shares
    Change vs previous 13F +9,213 shares

    0.43% of the 13F portfolio, value $1,778,323.

    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 8,480 shares
    Change vs previous 13F -800 shares

    0.2% of the 13F portfolio, value $850,120.

    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 9,280 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $941,177.

    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).