Beaton Management Co. Inc.: SYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaton Management Co. Inc. on SYY, newest first. How the timeline and the estimate are built.
Beaton Management Co. Inc. held 7,247 SYY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 7,247 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $606,000.
13F-HR 0001714678-26-000003 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,247 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $517,000.
13F-HR 0001714678-26-000002 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,247 sharesChange vs previous 13F -366 shares
0.24% of the 13F portfolio, value $534,000.
13F-HR 0001714678-26-000001 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,613 sharesChange vs previous 13F -200 shares
0.29% of the 13F portfolio, value $627,000.
13F-HR 0001714678-25-000006 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,813 sharesChange vs previous 13F -100 shares
0.29% of the 13F portfolio, value $592,000.
13F-HR 0001714678-25-000005 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,913 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $594,000.
13F-HR 0001714678-25-000004 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,913 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $605,000.
13F-HR 0001714678-25-000001 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,913 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $618,000.
13F-HR 0001714678-24-000004 filed by Beaton Management Co. Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).