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Disclosery

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

Beaumont Asset Management, L.L.C. held 276,416 IBDW 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 276,416 shares
    Change vs previous 13F +19,565 shares

    2.24% of the 13F portfolio, value $5,760,515.

    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 256,851 shares
    Change vs previous 13F +54,731 shares

    2.42% of the 13F portfolio, value $5,375,896.

    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 202,120 shares
    Change vs previous 13F +132,179 shares

    2.14% of the 13F portfolio, value $4,274,833.

    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 69,941 shares
    Change vs previous 13F +9,315 shares

    0.75% of the 13F portfolio, value $1,484,151.

    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 60,626 shares
    Change vs previous 13F +3,406 shares

    0.68% of the 13F portfolio, value $1,275,563.

    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 57,220 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,187,315.

    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).