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Beaumont Financial Advisors, LLC: BIL position timeline

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

Beaumont Financial Advisors, LLC held 228,445 BIL 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 228,445 shares
    Change vs previous 13F -53,118 shares

    1.33% of the 13F portfolio, value $20,934,665.

    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 281,563 shares
    Change vs previous 13F +54,547 shares

    1.77% of the 13F portfolio, value $25,802,428.

    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 227,016 shares
    Change vs previous 13F +34,753 shares

    1.37% of the 13F portfolio, value $20,744,714.

    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 192,263 shares
    Change vs previous 13F +75,754 shares

    1.18% of the 13F portfolio, value $17,640,106.

    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 116,509 shares
    Change vs previous 13F +59,243 shares

    0.77% of the 13F portfolio, value $10,687,378.

    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 57,266 shares
    Change vs previous 13F +29,371 shares

    0.41% of the 13F portfolio, value $5,253,051.

    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 27,895 shares
    Change vs previous 13F +5,759 shares

    0.19% of the 13F portfolio, value $2,550,422.

    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 22,136 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,032,352.

    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).