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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

  1. period ended2026-06-30
    13F 29,022 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,496 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,394 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,202 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,019 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,863 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,755 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,983 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).