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Beaumont Financial Partners, LLC: XLU position timeline

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

Beaumont Financial Partners, LLC held 12,314 XLU 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 12,314 shares
    Change vs previous 13F +7,717 shares

    0.08% of the 13F portfolio, value $807,000.

    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 4,597 shares
    Change vs previous 13F -45,117 shares

    0.03% of the 13F portfolio, value $322,000.

    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 49,714 shares
    Change vs previous 13F +12,509 shares

    0.28% of the 13F portfolio, value $3,702,000.

    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 37,205 shares
    Change vs previous 13F -393 shares

    0.19% of the 13F portfolio, value $2,663,000.

    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 37,598 shares
    Change vs previous 13F +1,169 shares

    0.19% of the 13F portfolio, value $2,401,000.

    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 36,429 shares
    Change vs previous 13F -79,744 shares

    0.18% of the 13F portfolio, value $2,303,000.

    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 116,173 shares
    Change vs previous 13F -23,235 shares

    0.63% of the 13F portfolio, value $7,440,000.

    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 139,408 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,741,000.

    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).