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BEESE FULMER INVESTMENT MANAGEMENT, INC. → HTB
BEESE FULMER INVESTMENT MANAGEMENT, INC. HTB Position History
HomeTrust Bancshares, Inc. • Banking
Quarters held
5
Latest value
$261K
Q3 2026
Peak value
$283K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $233K |
| Q4 2025 | $244K |
| Q1 2026 | $239K |
| Q2 2026 | $283K |
| Q3 2026 | $261K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $261K | 5.7K | — | — |
| Q2 2026 | $283K | 5.7K | — | — |
| Q1 2026 | $239K | 5.6K | — | — |
| Q4 2025 | $244K | 5.7K | — | — |
| Q3 2025 | $233K | 5.7K | — | — |