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Disclosery

Beaumont Asset Management, L.L.C.: IBDV 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 IBDV, newest first. How the timeline and the estimate are built.

Beaumont Asset Management, L.L.C. held 191,235 IBDV 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 191,235 shares
    Change vs previous 13F +79,632 shares

    1.62% of the 13F portfolio, value $4,168,922.

    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 111,603 shares
    Change vs previous 13F +41,475 shares

    1.1% of the 13F portfolio, value $2,442,982.

    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 70,128 shares
    Change vs previous 13F +15,086 shares

    0.77% of the 13F portfolio, value $1,547,729.

    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 55,042 shares
    Change vs previous 13F +1,358 shares

    0.61% of the 13F portfolio, value $1,219,180.

    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 53,684 shares
    Change vs previous 13F +4,534 shares

    0.63% of the 13F portfolio, value $1,179,974.

    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 49,150 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,067,538.

    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).