Advertisement
Screener

Beacon Bank & Trust Last Quarter Change: USA Bonds: Other Debt, Sold Out

Beacon Bank & Trust quarter change: USA Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Beacon Bank & Trust opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1831984): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
HEADINVEST, LLCUnited States$0.488B225
University of Illinois FoundationUnited States$0.487B31
Kendall Capital ManagementUnited States$0.488B231
Rosenberg Matthew HamiltonUnited States$0.488B800
CONTRAVISORY INVESTMENT MANAGEMENT, INC.United States$0.488B366
Ackerman Capital Advisors, LLCUnited States$0.488B115
Aljian Capital Management, LLCUnited States$0.487B131
Summit Creek Advisors LLCUnited States$0.487B65
Clarity Wealth Advisors, LLCUnited States$0.486B108
Keudell/Morrison Wealth ManagementUnited States$0.489B245