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Beaumont Financial Advisors, LLC: CEF position timeline

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

Beaumont Financial Advisors, LLC held 563,859 CEF 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 563,859 shares
    Change vs previous 13F -1,125 shares

    1.44% of the 13F portfolio, value $22,684,029.

    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 564,984 shares
    Change vs previous 13F -21,819 shares

    1.85% of the 13F portfolio, value $26,961,014.

    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 586,803 shares
    Change vs previous 13F +2,036 shares

    1.77% of the 13F portfolio, value $26,875,556.

    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 584,767 shares
    Change vs previous 13F -41 shares

    1.43% of the 13F portfolio, value $21,455,084.

    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 584,808 shares
    Change vs previous 13F +49,015 shares

    1.27% of the 13F portfolio, value $17,602,722.

    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 535,793 shares
    Change vs previous 13F +9,166 shares

    1.19% of the 13F portfolio, value $15,221,880.

    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 526,627 shares
    Change vs previous 13F +11,454 shares

    0.94% of the 13F portfolio, value $12,512,646.

    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 515,173 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $12,616,575.

    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).