Beaumont Financial Advisors, LLC: DBND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on DBND, newest first. How the timeline and the estimate are built.
Beaumont Financial Advisors, LLC held 29,022 DBND shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 29,022 sharesChange vs previous 13F +1,526 shares
0.08% of the 13F portfolio, value $1,323,127.
13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,496 sharesChange vs previous 13F +1,102 shares
0.09% of the 13F portfolio, value $1,259,592.
13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,394 sharesChange vs previous 13F +192 shares
0.08% of the 13F portfolio, value $1,223,745.
13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,202 sharesChange vs previous 13F +1,183 shares
0.08% of the 13F portfolio, value $1,219,179.
13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,019 sharesChange vs previous 13F +156 shares
0.08% of the 13F portfolio, value $1,156,879.
13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,863 sharesChange vs previous 13F -892 shares
0.09% of the 13F portfolio, value $1,147,925.
13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,755 sharesChange vs previous 13F +1,772 shares
0.09% of the 13F portfolio, value $1,166,377.
13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,983 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,135,835.
13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).