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

Beaumont Asset Management, L.L.C. held 65,097 XLE 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 65,097 shares
    Change vs previous 13F +12,279 shares

    1.34% of the 13F portfolio, value $3,457,302.

    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 52,818 shares
    Change vs previous 13F +772 shares

    1.46% of the 13F portfolio, value $3,235,631.

    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 52,046 shares
    Change vs previous 13F +25,401 shares

    1.16% of the 13F portfolio, value $2,326,977.

    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 26,645 shares
    Change vs previous 13F -694 shares

    1.2% of the 13F portfolio, value $2,380,464.

    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 27,339 shares
    Change vs previous 13F +1,011 shares

    1.24% of the 13F portfolio, value $2,318,621.

    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 26,328 shares
    Change vs previous 13F +14 shares

    1.49% of the 13F portfolio, value $2,460,352.

    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 26,314 shares
    Change vs previous 13F -6,813 shares

    1.31% of the 13F portfolio, value $2,254,057.

    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 33,127 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,908,551.

    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).