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Disclosery

Beacon Bank & Trust: WMT position timeline

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

Beacon Bank & Trust held 63,343 WMT 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 63,343 shares
    Change vs previous 13F -2,910 shares

    1.37% of the 13F portfolio, value $7,174,227.

    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 66,253 shares
    Change vs previous 13F -3,090 shares

    1.69% of the 13F portfolio, value $8,233,922.

    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 69,343 shares
    Change vs previous 13F -933 shares

    1.57% of the 13F portfolio, value $7,725,503.

    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 70,276 shares
    Change vs previous 13F -3,716 shares

    1.56% of the 13F portfolio, value $7,242,644.

    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 73,992 shares
    Change vs previous 13F +1,061 shares

    1.65% of the 13F portfolio, value $7,234,937.

    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 72,931 shares
    Change vs previous 13F -637 shares

    1.56% of the 13F portfolio, value $6,402,612.

    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 73,568 shares
    Change vs previous 13F -73 shares

    1.55% of the 13F portfolio, value $6,646,868.

    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 73,641 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,946,510.

    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).