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Beaumont Financial Advisors, LLC: FREL position timeline

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

Beaumont Financial Advisors, LLC held 55,008 FREL 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 55,008 shares
    Change vs previous 13F -5,950 shares

    0.1% of the 13F portfolio, value $1,611,734.

    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 60,958 shares
    Change vs previous 13F +7,657 shares

    0.11% of the 13F portfolio, value $1,640,380.

    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 53,301 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $1,433,264.

    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 53,154 shares
    Change vs previous 13F -9,987 shares

    0.1% of the 13F portfolio, value $1,478,213.

    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 63,141 shares
    Change vs previous 13F +1,716 shares

    0.12% of the 13F portfolio, value $1,707,333.

    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 61,425 shares
    Change vs previous 13F -1,271 shares

    0.13% of the 13F portfolio, value $1,687,345.

    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 62,696 shares
    Change vs previous 13F +15,364 shares

    0.13% of the 13F portfolio, value $1,694,046.

    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 47,332 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,395,347.

    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).