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Beaumont Financial Advisors, LLC: FRDM position timeline

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

Beaumont Financial Advisors, LLC held 307,898 FRDM 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 307,898 shares
    Change vs previous 13F -5,245 shares

    1.43% of the 13F portfolio, value $22,445,766.

    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 313,143 shares
    Change vs previous 13F +37,874 shares

    1.18% of the 13F portfolio, value $17,113,268.

    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 275,269 shares
    Change vs previous 13F +7,322 shares

    0.93% of the 13F portfolio, value $14,113,044.

    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 267,947 shares
    Change vs previous 13F +47,872 shares

    0.79% of the 13F portfolio, value $11,872,749.

    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 220,075 shares
    Change vs previous 13F +27,369 shares

    0.64% of the 13F portfolio, value $8,891,025.

    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 192,706 shares
    Change vs previous 13F +4,035 shares

    0.53% of the 13F portfolio, value $6,754,794.

    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 188,671 shares
    Change vs previous 13F +8,011 shares

    0.46% of the 13F portfolio, value $6,165,775.

    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 180,660 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,464,014.

    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).