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Beaumont Financial Advisors, LLC: CLOI position timeline

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

Beaumont Financial Advisors, LLC held 254,492 CLOI 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 254,492 shares
    Change vs previous 13F +30,959 shares

    0.86% of the 13F portfolio, value $13,475,345.

    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 223,533 shares
    Change vs previous 13F +17,587 shares

    0.81% of the 13F portfolio, value $11,780,182.

    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 205,946 shares
    Change vs previous 13F -1,931 shares

    0.72% of the 13F portfolio, value $10,876,010.

    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 207,877 shares
    Change vs previous 13F -2,738 shares

    0.74% of the 13F portfolio, value $11,038,286.

    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 210,615 shares
    Change vs previous 13F -28,015 shares

    0.81% of the 13F portfolio, value $11,152,070.

    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 238,630 shares
    Change vs previous 13F +23,995 shares

    0.99% of the 13F portfolio, value $12,609,199.

    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 214,635 shares
    Change vs previous 13F +72,356 shares

    0.85% of the 13F portfolio, value $11,326,278.

    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 142,279 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,546,496.

    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).