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Beaumont Financial Advisors, LLC: BCSF position timeline

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

Beaumont Financial Advisors, LLC held 31,039 BCSF 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 31,039 shares
    Change vs previous 13F -8,340 shares

    0.02% of the 13F portfolio, value $388,614.

    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 39,379 shares
    Change vs previous 13F -10,209 shares

    0.03% of the 13F portfolio, value $488,297.

    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 49,588 shares
    Change vs previous 13F -12,249 shares

    0.05% of the 13F portfolio, value $689,763.

    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 61,837 shares
    Change vs previous 13F -454 shares

    0.06% of the 13F portfolio, value $881,179.

    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 62,291 shares
    Change vs previous 13F +184 shares

    0.07% of the 13F portfolio, value $936,856.

    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 62,107 shares
    Change vs previous 13F -5,409 shares

    0.08% of the 13F portfolio, value $1,030,981.

    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 67,516 shares
    Change vs previous 13F -2,443 shares

    0.09% of the 13F portfolio, value $1,182,886.

    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 69,959 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,161,321.

    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).