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Disclosery

Beacon Bank & Trust: XLK position timeline

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

Beacon Bank & Trust held 12,410 XLK 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 12,410 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,364,353.

    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 12,410 shares
    Change vs previous 13F -54 shares

    0.34% of the 13F portfolio, value $1,649,289.

    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 12,464 shares
    Change vs previous 13F +6,230 shares

    0.36% of the 13F portfolio, value $1,794,442.

    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 6,234 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,757,115.

    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 6,234 shares
    Change vs previous 13F -5 shares

    0.36% of the 13F portfolio, value $1,578,635.

    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 6,239 shares
    Change vs previous 13F -64 shares

    0.31% of the 13F portfolio, value $1,288,228.

    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 6,303 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,465,573.

    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 6,303 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,422,965.

    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).