Beaumont Financial Advisors, LLC: IDEV position timeline

Beaumont Financial Advisors, LLC held 4,700 IDEV 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 4,700 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $418,347.

   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 4,700 shares

   Change vs previous 13F -560 shares

   0.03% of the 13F portfolio, value $392,779.

   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 5,260 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $433,845.

   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 5,260 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $421,694.

   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 5,260 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $399,970.

   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).