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

Beaumont Asset Management, L.L.C. held 179,283 MOAT 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 179,283 shares
    Change vs previous 13F -7,229 shares

    7.24% of the 13F portfolio, value $18,638,255.

    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 186,512 shares
    Change vs previous 13F -28,133 shares

    8.12% of the 13F portfolio, value $18,035,706.

    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 214,645 shares
    Change vs previous 13F -4,655 shares

    11.11% of the 13F portfolio, value $22,228,600.

    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 219,300 shares
    Change vs previous 13F -13,628 shares

    10.94% of the 13F portfolio, value $21,734,815.

    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 232,928 shares
    Change vs previous 13F -16,567 shares

    11.73% of the 13F portfolio, value $21,846,310.

    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 249,495 shares
    Change vs previous 13F -20,103 shares

    13.26% of the 13F portfolio, value $21,955,553.

    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 269,598 shares
    Change vs previous 13F -3,382 shares

    14.48% of the 13F portfolio, value $24,998,467.

    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 272,980 shares
    Change vs previous 13F not available

    15.39% of the 13F portfolio, value $26,465,434.

    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).