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Beaumont Financial Advisors, LLC: HDV position timeline

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

Beaumont Financial Advisors, LLC held 374,778 HDV 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 374,778 shares
    Change vs previous 13F +299,430 shares

    0.65% of the 13F portfolio, value $10,272,668.

    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 75,348 shares
    Change vs previous 13F +50 shares

    0.7% of the 13F portfolio, value $10,226,201.

    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 75,298 shares
    Change vs previous 13F -3,521 shares

    0.6% of the 13F portfolio, value $9,156,992.

    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 78,819 shares
    Change vs previous 13F -1,067 shares

    0.65% of the 13F portfolio, value $9,651,442.

    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 79,886 shares
    Change vs previous 13F -135 shares

    0.68% of the 13F portfolio, value $9,360,243.

    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 80,021 shares
    Change vs previous 13F -556 shares

    0.76% of the 13F portfolio, value $9,692,122.

    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 80,577 shares
    Change vs previous 13F +43 shares

    0.68% of the 13F portfolio, value $9,045,614.

    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 80,534 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,472,384.

    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).