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Beaumont Financial Advisors, LLC: IWD position timeline

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

Beaumont Financial Advisors, LLC held 3,473 IWD 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 3,473 shares
    Change vs previous 13F -1,504 shares

    0.05% of the 13F portfolio, value $841,960.

    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 4,977 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $1,063,410.

    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 4,971 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $1,045,624.

    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 4,964 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $1,010,595.

    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 4,922 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $956,054.

    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 4,958 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $932,852.

    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 4,952 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $916,855.

    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 5,005 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $949,893.

    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).