SEC 13F Intelligence

Beaumont Financial Partners, LLC / V

Beaumont Financial Partners, LLC’s Visa Inc Position

Does Beaumont Financial Partners, LLC own Visa Inc (V)? Yes77.9K shares worth $14M (+1.33% of its 13F portfolio) as of Q3 2022, up from 77.7K shares the prior filed quarter.

Position Value
$14M
Q3 2022
Shares
77.9K
% of Portfolio
+1.33%
Quarters Held
16
currently held

Position History V

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $20MQ2 ’19: $20MQ2 ’19Q3 ’19: $19MQ4 ’19: $20MQ4 ’19Q1 ’20: $17MQ2 ’20: $16MQ2 ’20Q3 ’20: $17MQ4 ’20: $17MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $17MQ4 ’21Q1 ’22: $17MQ2 ’22: $15MQ2 ’22Q3 ’22: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202277.9K$14M+1.33%
Q2 202277.7K$15M+1.37%
Q1 202278.2K$17M+1.32%
Q4 202177.4K$17M+1.22%
Q3 202178.9K$18M+1.36%
Q2 202178.3K$18M+1.39%
Q1 202175.5K$16M+1.35%
Q4 202075.5K$17M+1.47%
Q3 202086.3K$17M+1.65%
Q2 202084.8K$16M+1.71%
Q1 2020102.8K$17M+2.09%
Q4 2019106.8K$20M+1.97%
Q3 2019110.1K$19M+1.89%
Q2 2019113.8K$20M+2.04%
Q1 2019126.7K$20M+2.12%
Q4 2018133.8K$18M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaumont Financial Partners, LLC’s full portfolio or all institutional holders of V.