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Beaumont Financial Advisors, LLC: EXPD position timeline

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

Beaumont Financial Advisors, LLC held 5,460 EXPD 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 5,460 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $889,871.

    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 5,452 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $780,890.

    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 5,451 shares
    Change vs previous 13F -475 shares

    0.05% of the 13F portfolio, value $812,254.

    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 5,926 shares
    Change vs previous 13F +2,010 shares

    0.05% of the 13F portfolio, value $726,468.

    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 3,916 shares
    Change vs previous 13F -98 shares

    0.03% of the 13F portfolio, value $447,403.

    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 4,014 shares
    Change vs previous 13F +927 shares

    0.04% of the 13F portfolio, value $482,684.

    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 3,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $341,947.

    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).