Skip to content
Disclosery

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

Beaumont Asset Management, L.L.C. held 15,708 XLF 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 15,708 shares
    Change vs previous 13F -85 shares

    0.33% of the 13F portfolio, value $842,106.

    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 15,793 shares
    Change vs previous 13F +191 shares

    0.35% of the 13F portfolio, value $779,700.

    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 15,602 shares
    Change vs previous 13F -214 shares

    0.43% of the 13F portfolio, value $854,522.

    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 15,816 shares
    Change vs previous 13F +79 shares

    0.43% of the 13F portfolio, value $852,008.

    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 15,737 shares
    Change vs previous 13F +132 shares

    0.44% of the 13F portfolio, value $824,147.

    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 15,605 shares
    Change vs previous 13F +235 shares

    0.47% of the 13F portfolio, value $777,285.

    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 15,370 shares
    Change vs previous 13F -377 shares

    0.43% of the 13F portfolio, value $742,832.

    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 15,747 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $713,654.

    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).