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Disclosery

Beaton Management Co. Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaton Management Co. Inc. on IWF, newest first. How the timeline and the estimate are built.

Beaton Management Co. Inc. held 23,840 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,840 shares
    Change vs previous 13F +17,844 shares

    1.21% of the 13F portfolio, value $2,960,000.

    13F-HR 0001714678-26-000003 filed by Beaton Management Co. Inc.
    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 5,996 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $2,557,000.

    13F-HR 0001714678-26-000002 filed by Beaton Management Co. Inc.
    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 5,996 shares
    Change vs previous 13F -28 shares

    1.25% of the 13F portfolio, value $2,838,000.

    13F-HR 0001714678-26-000001 filed by Beaton Management Co. Inc.
    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 6,024 shares
    Change vs previous 13F -10 shares

    1.28% of the 13F portfolio, value $2,822,000.

    13F-HR 0001714678-25-000006 filed by Beaton Management Co. Inc.
    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 6,034 shares
    Change vs previous 13F +25 shares

    1.25% of the 13F portfolio, value $2,562,000.

    13F-HR 0001714678-25-000005 filed by Beaton Management Co. Inc.
    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 6,009 shares
    Change vs previous 13F -150 shares

    1.13% of the 13F portfolio, value $2,170,000.

    13F-HR 0001714678-25-000004 filed by Beaton Management Co. Inc.
    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 6,159 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $2,473,000.

    13F-HR 0001714678-25-000001 filed by Beaton Management Co. Inc.
    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 6,159 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,312,000.

    13F-HR 0001714678-24-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).