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Beaumont Financial Partners, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Partners, LLC on XLF, newest first. How the timeline and the estimate are built.

Beaumont Financial Partners, LLC held 19,081 XLF shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 19,081 shares
    Change vs previous 13F +742 shares

    0.06% of the 13F portfolio, value $579,000.

    13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 18,339 shares
    Change vs previous 13F -84,954 shares

    0.05% of the 13F portfolio, value $577,000.

    13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 103,293 shares
    Change vs previous 13F +60,690 shares

    0.3% of the 13F portfolio, value $3,958,000.

    13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 42,603 shares
    Change vs previous 13F -4,947 shares

    0.12% of the 13F portfolio, value $1,664,000.

    13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 47,550 shares
    Change vs previous 13F +1,762 shares

    0.14% of the 13F portfolio, value $1,785,000.

    13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 45,788 shares
    Change vs previous 13F -8,749 shares

    0.13% of the 13F portfolio, value $1,680,000.

    13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 54,537 shares
    Change vs previous 13F -3,799 shares

    0.16% of the 13F portfolio, value $1,857,000.

    13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 58,336 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,720,000.

    13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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