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Beaumont Financial Advisors, LLC: FUTY position timeline

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

Beaumont Financial Advisors, LLC held 52,404 FUTY 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 52,404 shares
    Change vs previous 13F -952 shares

    0.19% of the 13F portfolio, value $3,061,470.

    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 53,356 shares
    Change vs previous 13F +1,159 shares

    0.22% of the 13F portfolio, value $3,151,713.

    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 52,197 shares
    Change vs previous 13F -35 shares

    0.19% of the 13F portfolio, value $2,882,326.

    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 52,232 shares
    Change vs previous 13F -5,785 shares

    0.2% of the 13F portfolio, value $2,949,536.

    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 58,017 shares
    Change vs previous 13F -708 shares

    0.22% of the 13F portfolio, value $3,051,707.

    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 58,725 shares
    Change vs previous 13F -2,106 shares

    0.23% of the 13F portfolio, value $2,992,021.

    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 60,831 shares
    Change vs previous 13F +7,854 shares

    0.22% of the 13F portfolio, value $2,966,719.

    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 52,977 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,745,284.

    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).