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Beaumont Financial Advisors, LLC: FTRB position timeline

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

Beaumont Financial Advisors, LLC held 326,633 FTRB 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 326,633 shares
    Change vs previous 13F +52,317 shares

    0.52% of the 13F portfolio, value $8,196,861.

    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 274,316 shares
    Change vs previous 13F +180,035 shares

    0.47% of the 13F portfolio, value $6,897,674.

    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 94,281 shares
    Change vs previous 13F -577 shares

    0.16% of the 13F portfolio, value $2,393,802.

    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 94,858 shares
    Change vs previous 13F -389 shares

    0.16% of the 13F portfolio, value $2,408,465.

    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 95,247 shares
    Change vs previous 13F +18,323 shares

    0.17% of the 13F portfolio, value $2,390,705.

    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 76,924 shares
    Change vs previous 13F -1,826 shares

    0.15% of the 13F portfolio, value $1,926,934.

    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 78,750 shares
    Change vs previous 13F +16,227 shares

    0.15% of the 13F portfolio, value $1,943,540.

    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 62,523 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,613,104.

    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).