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Beaumont Financial Advisors, LLC: BRK-B position timeline

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

Beaumont Financial Advisors, LLC held 56,832 BRK-B 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 56,832 shares
    Change vs previous 13F +137 shares

    1.81% of the 13F portfolio, value $28,438,265.

    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 56,695 shares
    Change vs previous 13F -532 shares

    1.87% of the 13F portfolio, value $27,168,033.

    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 57,227 shares
    Change vs previous 13F -756 shares

    1.89% of the 13F portfolio, value $28,764,930.

    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 57,983 shares
    Change vs previous 13F -668 shares

    1.95% of the 13F portfolio, value $29,150,464.

    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 58,651 shares
    Change vs previous 13F -1,068 shares

    2.06% of the 13F portfolio, value $28,490,683.

    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 59,719 shares
    Change vs previous 13F +1,890 shares

    2.49% of the 13F portfolio, value $31,805,177.

    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 57,829 shares
    Change vs previous 13F +658 shares

    1.97% of the 13F portfolio, value $26,212,880.

    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 57,171 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $26,313,572.

    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).