Skip to content
Disclosery

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

Beaumont Asset Management, L.L.C. held 99,101 IVV 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 99,101 shares
    Change vs previous 13F +5,737 shares

    28.83% of the 13F portfolio, value $74,215,748.

    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 93,364 shares
    Change vs previous 13F +5,736 shares

    27.45% of the 13F portfolio, value $60,986,298.

    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 87,628 shares
    Change vs previous 13F -186 shares

    29.99% of the 13F portfolio, value $60,019,648.

    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 87,814 shares
    Change vs previous 13F +1,585 shares

    29.57% of the 13F portfolio, value $58,773,910.

    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 86,229 shares
    Change vs previous 13F +4,090 shares

    28.74% of the 13F portfolio, value $53,539,586.

    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 82,139 shares
    Change vs previous 13F +5,946 shares

    27.88% of the 13F portfolio, value $46,153,904.

    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 76,193 shares
    Change vs previous 13F -1,718 shares

    25.97% of the 13F portfolio, value $44,853,295.

    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 77,911 shares
    Change vs previous 13F not available

    26.14% of the 13F portfolio, value $44,940,623.

    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).