Beaumont Financial Advisors, LLC: IBB position timeline

Beaumont Financial Advisors, LLC held 8,418 IBB 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 8,418 shares

   Change vs previous 13F +21 shares

   0.1% of the 13F portfolio, value $1,601,050.

   13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,397 shares

   Change vs previous 13F +90 shares

   0.1% of the 13F portfolio, value $1,417,858.

   13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,307 shares

   Change vs previous 13F -387 shares

   0.09% of the 13F portfolio, value $1,401,988.

   13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,694 shares

   Change vs previous 13F -275 shares

   0.08% of the 13F portfolio, value $1,255,164.

   13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,969 shares

   Change vs previous 13F -407 shares

   0.08% of the 13F portfolio, value $1,134,676.

   13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 9,376 shares

   Change vs previous 13F -55 shares

   0.09% of the 13F portfolio, value $1,199,198.

   13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 9,431 shares

   Change vs previous 13F -13 shares

   0.09% of the 13F portfolio, value $1,246,869.

   13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 9,444 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $1,375,031.

   13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).