Beacon Bank & Trust: VYM position timeline

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

Beacon Bank & Trust held 120,424 VYM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F/A 120,424 shares
Change vs previous 13F +43,132 shares
3.63% of the 13F portfolio, value $19,030,604.
13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 77,292 shares
Change vs previous 13F not available
2.35% of the 13F portfolio, value $11,446,945.
13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).