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Beaumont Financial Advisors, LLC: EBC position timeline

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

Beaumont Financial Advisors, LLC held 85,849 EBC 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 85,849 shares
    Change vs previous 13F -1,117 shares

    0.12% of the 13F portfolio, value $1,909,272.

    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 86,966 shares
    Change vs previous 13F -5,639 shares

    0.12% of the 13F portfolio, value $1,701,062.

    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 92,605 shares
    Change vs previous 13F -2,622 shares

    0.11% of the 13F portfolio, value $1,706,712.

    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 95,227 shares
    Change vs previous 13F +448 shares

    0.12% of the 13F portfolio, value $1,728,372.

    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 94,779 shares
    Change vs previous 13F +521 shares

    0.1% of the 13F portfolio, value $1,447,274.

    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 94,258 shares
    Change vs previous 13F -5,553 shares

    0.12% of the 13F portfolio, value $1,545,831.

    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 99,811 shares
    Change vs previous 13F -12,069 shares

    0.13% of the 13F portfolio, value $1,721,743.

    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 111,880 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,833,705.

    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).