Skip to content
Disclosery

Beaumont Financial Advisors, LLC: AEP position timeline

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

Beaumont Financial Advisors, LLC held 58,993 AEP 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 58,993 shares
    Change vs previous 13F -106 shares

    0.51% of the 13F portfolio, value $8,070,816.

    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 59,099 shares
    Change vs previous 13F -1,044 shares

    0.53% of the 13F portfolio, value $7,746,632.

    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 60,143 shares
    Change vs previous 13F +112 shares

    0.46% of the 13F portfolio, value $6,935,135.

    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 60,031 shares
    Change vs previous 13F +1,150 shares

    0.45% of the 13F portfolio, value $6,753,488.

    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 58,881 shares
    Change vs previous 13F +435 shares

    0.44% of the 13F portfolio, value $6,109,462.

    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 58,446 shares
    Change vs previous 13F +163 shares

    0.5% of the 13F portfolio, value $6,386,410.

    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 58,283 shares
    Change vs previous 13F -904 shares

    0.4% of the 13F portfolio, value $5,375,403.

    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 59,187 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,072,586.

    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).