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Beaumont Financial Advisors, LLC: IBDT position timeline

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

Beaumont Financial Advisors, LLC held 54,602 IBDT 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 54,602 shares
    Change vs previous 13F -1,509 shares

    0.09% of the 13F portfolio, value $1,378,689.

    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 56,111 shares
    Change vs previous 13F +3,537 shares

    0.1% of the 13F portfolio, value $1,421,295.

    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 52,574 shares
    Change vs previous 13F -3,157 shares

    0.09% of the 13F portfolio, value $1,338,261.

    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 55,731 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,422,264.

    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).