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BEESE FULMER INVESTMENT MANAGEMENT, INC.: ETN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on ETN, newest first. How the timeline and the estimate are built.

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 53,283 ETN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,283 shares
    Change vs previous 13F +1,421 shares

    1.31% of the 13F portfolio, value $22,705,010.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 51,862 shares
    Change vs previous 13F -105 shares

    1.19% of the 13F portfolio, value $18,549,457.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 51,967 shares
    Change vs previous 13F +1,962 shares

    1.08% of the 13F portfolio, value $16,552,144.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 50,005 shares
    Change vs previous 13F +2,059 shares

    1.29% of the 13F portfolio, value $18,714,512.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 47,946 shares
    Change vs previous 13F +4,044 shares

    1.27% of the 13F portfolio, value $17,116,397.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 43,902 shares
    Change vs previous 13F +3,294 shares

    1.03% of the 13F portfolio, value $11,933,881.

    13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 40,608 shares
    Change vs previous 13F +647 shares

    1.15% of the 13F portfolio, value $13,476,577.

    13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 39,961 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $13,244,674.

    13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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