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Beaumont Financial Advisors, LLC: FIDU position timeline

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

Beaumont Financial Advisors, LLC held 16,426 FIDU 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 16,426 shares
    Change vs previous 13F -2,743 shares

    0.1% of the 13F portfolio, value $1,636,194.

    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 19,169 shares
    Change vs previous 13F +1,115 shares

    0.11% of the 13F portfolio, value $1,658,502.

    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 18,054 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $1,489,094.

    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 18,096 shares
    Change vs previous 13F -4,412 shares

    0.1% of the 13F portfolio, value $1,482,786.

    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 22,508 shares
    Change vs previous 13F -1,716 shares

    0.13% of the 13F portfolio, value $1,745,045.

    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 24,224 shares
    Change vs previous 13F +386 shares

    0.13% of the 13F portfolio, value $1,658,617.

    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 23,838 shares
    Change vs previous 13F +3,566 shares

    0.13% of the 13F portfolio, value $1,676,050.

    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 20,272 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,463,030.

    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).