Beaumont Financial Partners, LLC: XLB position timeline

Beaumont Financial Partners, LLC held 0 XLB shares at 2022-06-30 per its 13F-HR filed 2022-08-04.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 0 shares

   Change vs previous 13F -37,722 shares

   13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
   Filed 2022-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2022-03-31

   13F 37,722 shares

   Change vs previous 13F +25,892 shares

   0.25% of the 13F portfolio, value $3,325,000.

   13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-12-31

   13F 11,830 shares

   Change vs previous 13F -2,276 shares

   0.08% of the 13F portfolio, value $1,072,000.

   13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-09-30

   13F 14,106 shares

   Change vs previous 13F +1,347 shares

   0.09% of the 13F portfolio, value $1,116,000.

   13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-06-30

   13F 12,759 shares

   Change vs previous 13F -4,206 shares

   0.08% of the 13F portfolio, value $1,050,000.

   13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
   Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-03-31

   13F 16,965 shares

   Change vs previous 13F -1,472 shares

   0.11% of the 13F portfolio, value $1,336,000.

   13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2020-12-31

   13F 18,437 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $1,335,000.

   13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).