Skip to content
Disclosery

Beaumont Financial Advisors, LLC: AAPL position timeline

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

Beaumont Financial Advisors, LLC held 255,189 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,189 shares
    Change vs previous 13F -1,742 shares

    4.7% of the 13F portfolio, value $73,841,363.

    13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 256,931 shares
    Change vs previous 13F -4,338 shares

    4.48% of the 13F portfolio, value $65,206,639.

    13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 261,269 shares
    Change vs previous 13F -10,354 shares

    4.68% of the 13F portfolio, value $71,028,666.

    13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 271,623 shares
    Change vs previous 13F -5,815 shares

    4.62% of the 13F portfolio, value $69,163,389.

    13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 277,438 shares
    Change vs previous 13F -4,600 shares

    4.12% of the 13F portfolio, value $56,921,856.

    13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 282,038 shares
    Change vs previous 13F -795 shares

    4.91% of the 13F portfolio, value $62,649,065.

    13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 282,833 shares
    Change vs previous 13F -2,571 shares

    5.31% of the 13F portfolio, value $70,826,921.

    13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 285,404 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $66,499,114.

    13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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