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Beaumont Financial Advisors, LLC: GBTC position timeline

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

Beaumont Financial Advisors, LLC held 249,612 GBTC 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 249,612 shares
    Change vs previous 13F -9,122 shares

    0.72% of the 13F portfolio, value $11,362,357.

    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 258,734 shares
    Change vs previous 13F -12,733 shares

    0.94% of the 13F portfolio, value $13,650,828.

    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 271,467 shares
    Change vs previous 13F -2,901 shares

    1.22% of the 13F portfolio, value $18,557,512.

    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 274,368 shares
    Change vs previous 13F -11,593 shares

    1.65% of the 13F portfolio, value $24,630,052.

    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 285,961 shares
    Change vs previous 13F -12,084 shares

    1.76% of the 13F portfolio, value $24,258,107.

    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 298,045 shares
    Change vs previous 13F -37,890 shares

    1.52% of the 13F portfolio, value $19,423,620.

    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 335,935 shares
    Change vs previous 13F -26,237 shares

    1.87% of the 13F portfolio, value $24,865,939.

    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 362,172 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $18,289,686.

    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).