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Beaumont Financial Advisors, LLC: APLU position timeline

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

Beaumont Financial Advisors, LLC held 729,424 APLU 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 729,424 shares
    Change vs previous 13F +18,102 shares

    1.14% of the 13F portfolio, value $17,942,881.

    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 711,322 shares
    Change vs previous 13F -219,806 shares

    1.21% of the 13F portfolio, value $17,553,643.

    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 931,128 shares
    Change vs previous 13F -25,918 shares

    1.53% of the 13F portfolio, value $23,250,268.

    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 957,046 shares
    Change vs previous 13F +349,416 shares

    1.61% of the 13F portfolio, value $24,093,621.

    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 607,630 shares
    Change vs previous 13F +270,959 shares

    1.1% of the 13F portfolio, value $15,154,296.

    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 336,671 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,379,735.

    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).