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Beaton Management Co. Inc.: TD position timeline

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

Beaton Management Co. Inc. held 70,456 TD 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 70,456 shares
    Change vs previous 13F +9,161 shares

    3.49% of the 13F portfolio, value $8,555,000.

    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 61,295 shares
    Change vs previous 13F -194 shares

    2.55% of the 13F portfolio, value $5,719,000.

    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 61,489 shares
    Change vs previous 13F -37 shares

    2.55% of the 13F portfolio, value $5,792,000.

    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 61,526 shares
    Change vs previous 13F -7,332 shares

    2.24% of the 13F portfolio, value $4,919,000.

    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 68,858 shares
    Change vs previous 13F -2,714 shares

    2.47% of the 13F portfolio, value $5,058,000.

    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 71,572 shares
    Change vs previous 13F -4,100 shares

    2.23% of the 13F portfolio, value $4,290,000.

    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 75,672 shares
    Change vs previous 13F -6,855 shares

    2.03% of the 13F portfolio, value $4,029,000.

    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 82,527 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,221,000.

    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).