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Beaumont Financial Advisors, LLC: IJH position timeline

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

Beaumont Financial Advisors, LLC held 590,555 IJH 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 590,555 shares
    Change vs previous 13F +25,143 shares

    2.9% of the 13F portfolio, value $45,537,729.

    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 565,412 shares
    Change vs previous 13F +4,223 shares

    2.62% of the 13F portfolio, value $38,182,304.

    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 561,189 shares
    Change vs previous 13F -4,212 shares

    2.44% of the 13F portfolio, value $37,038,460.

    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 565,401 shares
    Change vs previous 13F -7,205 shares

    2.47% of the 13F portfolio, value $36,898,063.

    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 572,606 shares
    Change vs previous 13F -8,613 shares

    2.57% of the 13F portfolio, value $35,513,051.

    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 581,219 shares
    Change vs previous 13F +5,416 shares

    2.66% of the 13F portfolio, value $33,914,148.

    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 575,803 shares
    Change vs previous 13F +38,085 shares

    2.69% of the 13F portfolio, value $35,878,272.

    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 537,718 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $33,510,575.

    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).