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Beaumont Financial Advisors, LLC: EMBX position timeline

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

Beaumont Financial Advisors, LLC held 323,198 EMBX 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 323,198 shares
    Change vs previous 13F +37,408 shares

    1.06% of the 13F portfolio, value $16,583,300.

    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 285,790 shares
    Change vs previous 13F +18,075 shares

    0.98% of the 13F portfolio, value $14,320,474.

    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 267,715 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $13,554,425.

    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).