Managers / Q3 2021 · view latest →
Beaumont Financial Partners, LLC
CIK 0001352764 · 250 1ST AVENUE, SUITE 101, NEEDHAM, MA, 02494 · 781-400-2800
Reported Value
$1.3B
Q3 2021
Positions
355
Filings on Record
16
2019–present window
Filed
Nov 12, 2021
original filing
Summary
Beaumont Financial Partners, Llc reported $1.3B in U.S.-listed holdings across 355 positions for Q3 2021.
Its largest position, VOO, represents 6.5% of the portfolio.
Compared with Q2 2021, the fund opened 30 new positions and exited 41.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2022 | $1.0B | 302 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 305 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.3B | 356 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 350 | Feb 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 355 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.3B | 365 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.2B | 337 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 333 | Feb 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.0B | 308 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $958M | 277 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $793M | 235 | May 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 282 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.0B | 272 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $967M | 247 | Aug 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $933M | 231 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $613M | 196 | Feb 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.