SAMT — ADVISORS INNER CIRCLE FD III

Ownership history in Beaumont Financial Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Beaumont Financial Advisors, LLC reported ADVISORS INNER CIRCLE FD III (SAMT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.29% in 2025 Q2. The latest visible filing shows SAMT at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaumont Financial Advisors, LLC's position in ADVISORS INNER CIRCLE FD III, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SAMT was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SAMT stock page Beaumont Financial Advisors, LLC fund profile Beaumont Financial Advisors, LLC full holdings
How Beaumont Financial Advisors, LLC held SAMT — position size vs. price
% of Fund (quarterly)    SAMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,031,272 -227,005 -18.0% 2.62% $39.7M 2026-02-14 (Est.) $39.27
2025 Q3 REDUCED 1,258,277 -61,845 -4.7% 3.14% $46.9M 2025-10-23 $37.76
2025 Q2 ADDED 1,320,122 +723,912 +121.4% 3.29% $45.5M 2025-07-16 $34.72
2025 Q1 ADDED 596,210 +206,008 +52.8% 1.37% $17.4M 2025-05-12 $30.52
2024 Q4 REDUCED 390,202 -11,647 -2.9% 0.85% $11.4M 2025-01-17 $29.92
2024 Q3 ADDED 401,849 +1,785 +0.4% 0.87% $11.2M 2024-10-09 $27.41
2024 Q2 REDUCED 400,064 -10,648 -2.6% 0.84% $10.5M 2024-07-24 $25.59
2024 Q1 REDUCED 410,712 -10,404 -2.5% 0.86% $10.4M 2024-05-10 $24.67
2023 Q4 REDUCED 421,116 -17,777 -4.1% 0.89% $9.7M 2024-01-31 $23.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SAMT

As of 2026 Q1 — sorted by position size

Triangle Securities Wealth Management 3Y 7Y 2.32% Trilogy Capital Inc. 3Y 7Y 1.17% Archford Capital Strategies, LLC 3Y 7Y 1.12% Insight Wealth Strategies, LLC 3Y 7Y 1.09% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 0.82% Stonebridge Financial Group, LLC 0.66% Capital Investment Counsel, LLC 0.43% Cambridge Advisors Inc. 3Y 7Y 0.39% Mayfair Advisory Group, LLC 3Y 0.35% Krilogy Financial LLC 3Y 7Y 0.19%

FAQ About Beaumont Financial Advisors, LLC and SAMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaumont Financial Advisors, LLC reported owning SAMT?

Beaumont Financial Advisors, LLC reported SAMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SAMT position in Beaumont Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SAMT was 3.29% in 2025 Q2.

What is the latest reported SAMT position on this page?

The most recent filing on this page is 2025 Q4, when Beaumont Financial Advisors, LLC reported 1,031,272 shares, equal to 2.62% of portfolio, with an estimated market value of $39.7M.

What does the chart on this SAMT ownership page compare?

The chart compares Beaumont Financial Advisors, LLC's quarterly SAMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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