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

Beaumont Asset Management, L.L.C. held 1,735 SMH 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 1,735 shares
    Change vs previous 13F +136 shares

    0.44% of the 13F portfolio, value $1,137,969.

    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 1,599 shares
    Change vs previous 13F +18 shares

    0.28% of the 13F portfolio, value $613,057.

    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 1,581 shares
    Change vs previous 13F +1,581 shares

    0.28% of the 13F portfolio, value $569,366.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,053 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 7,053 shares
    Change vs previous 13F +2,065 shares

    0.9% of the 13F portfolio, value $1,491,498.

    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).

  6. period ended2024-12-31
    13F 4,988 shares
    Change vs previous 13F -112 shares

    0.7% of the 13F portfolio, value $1,207,944.

    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).

  7. period ended2024-09-30
    13F 5,100 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,251,795.

    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).