Beaumont Financial Advisors, LLC: FHLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on FHLC, newest first. How the timeline and the estimate are built.
Beaumont Financial Advisors, LLC held 24,686 FHLC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 24,686 sharesChange vs previous 13F -2,054 shares
0.12% of the 13F portfolio, value $1,907,023.
13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,740 sharesChange vs previous 13F +2,055 shares
0.13% of the 13F portfolio, value $1,881,402.
13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,685 sharesChange vs previous 13F -228 shares
0.12% of the 13F portfolio, value $1,833,602.
13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,913 sharesChange vs previous 13F +24,913 shares
0.11% of the 13F portfolio, value $1,665,932.
13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -27,462 shares
13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 27,462 sharesChange vs previous 13F +24,162 shares
0.15% of the 13F portfolio, value $1,876,204.
13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,300 sharesChange vs previous 13F -19,177 shares
0.02% of the 13F portfolio, value $215,655.
13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,477 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,636,326.
13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).