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Disclosery

Beacon Bank & Trust: XLE position timeline

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

Beacon Bank & Trust held 6,030 XLE 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 6,030 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $320,253.

    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 5,930 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $363,271.

    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 5,930 shares
    Change vs previous 13F +2,788 shares

    0.05% of the 13F portfolio, value $265,130.

    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 3,142 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $280,706.

    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 3,142 shares
    Change vs previous 13F +177 shares

    0.06% of the 13F portfolio, value $266,473.

    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 2,965 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $277,079.

    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 2,965 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $253,981.

    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).