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Beaumont Financial Advisors, LLC: BTC position timeline

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

Beaumont Financial Advisors, LLC held 145,081 BTC 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 145,081 shares
    Change vs previous 13F -1,866 shares

    0.24% of the 13F portfolio, value $3,764,841.

    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 146,947 shares
    Change vs previous 13F +47,943 shares

    0.3% of the 13F portfolio, value $4,406,928.

    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 99,004 shares
    Change vs previous 13F -23,283 shares

    0.25% of the 13F portfolio, value $3,834,408.

    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 122,287 shares
    Change vs previous 13F +5,570 shares

    0.41% of the 13F portfolio, value $6,191,391.

    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 116,717 shares
    Change vs previous 13F -4,516 shares

    0.4% of the 13F portfolio, value $5,573,237.

    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 121,233 shares
    Change vs previous 13F +700 shares

    0.35% of the 13F portfolio, value $4,423,792.

    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 120,533 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,046,717.

    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).