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Beaumont Asset Management, L.L.C.: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Asset Management, L.L.C. on IBDR, newest first. How the timeline and the estimate are built.

Beaumont Asset Management, L.L.C. held 104,541 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,541 shares
    Change vs previous 13F -371,474 shares

    0.98% of the 13F portfolio, value $2,533,024.

    13F-HR 0001798756-26-000004 filed by Beaumont Asset Management, L.L.C.
    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 476,015 shares
    Change vs previous 13F +211,489 shares

    5.19% of the 13F portfolio, value $11,538,613.

    13F-HR 0001798756-26-000002 filed by Beaumont Asset Management, L.L.C.
    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 264,526 shares
    Change vs previous 13F +24,201 shares

    3.2% of the 13F portfolio, value $6,409,459.

    13F-HR 0001798756-26-000001 filed by Beaumont Asset Management, L.L.C.
    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 240,325 shares
    Change vs previous 13F +6,390 shares

    2.94% of the 13F portfolio, value $5,839,897.

    13F-HR 0001798756-25-000002 filed by Beaumont Asset Management, L.L.C.
    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 233,935 shares
    Change vs previous 13F +21,288 shares

    3.05% of the 13F portfolio, value $5,672,935.

    13F-HR 0001085146-25-004070 filed by Beaumont Asset Management, L.L.C.
    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 212,647 shares
    Change vs previous 13F +18,815 shares

    3.11% of the 13F portfolio, value $5,148,184.

    13F-HR 0001172661-25-001617 filed by Beaumont Asset Management, L.L.C.
    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 193,832 shares
    Change vs previous 13F +31,528 shares

    2.7% of the 13F portfolio, value $4,665,536.

    13F-HR 0001172661-25-000381 filed by Beaumont Asset Management, L.L.C.
    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 162,304 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,943,987.

    13F-HR 0001172661-24-004358 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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