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Beaumont Financial Advisors, LLC: ES position timeline

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

Beaumont Financial Advisors, LLC held 4,256 ES 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 4,256 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $307,581.

    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 4,231 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $293,124.

    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 4,265 shares
    Change vs previous 13F -1,202 shares

    0.02% of the 13F portfolio, value $287,162.

    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 5,467 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $388,938.

    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 5,472 shares
    Change vs previous 13F +833 shares

    0.03% of the 13F portfolio, value $348,129.

    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 4,639 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $288,128.

    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 4,639 shares
    Change vs previous 13F -367 shares

    0.02% of the 13F portfolio, value $266,418.

    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 5,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $340,658.

    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).