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Disclosery

Beacon Bank & Trust: XLRE position timeline

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

Beacon Bank & Trust held 29,043 XLRE 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 29,043 shares
    Change vs previous 13F -3,029 shares

    0.24% of the 13F portfolio, value $1,278,763.

    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 32,072 shares
    Change vs previous 13F -6,016 shares

    0.27% of the 13F portfolio, value $1,309,499.

    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 38,088 shares
    Change vs previous 13F -11,095 shares

    0.31% of the 13F portfolio, value $1,536,850.

    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 49,183 shares
    Change vs previous 13F -98 shares

    0.45% of the 13F portfolio, value $2,072,079.

    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 49,281 shares
    Change vs previous 13F +2,540 shares

    0.47% of the 13F portfolio, value $2,041,218.

    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 46,741 shares
    Change vs previous 13F +425 shares

    0.48% of the 13F portfolio, value $1,956,110.

    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 46,316 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,883,671.

    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).