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Beaumont Financial Advisors, LLC: IWF position timeline

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

Beaumont Financial Advisors, LLC held 26,412 IWF 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 26,412 shares
    Change vs previous 13F +19,817 shares

    0.21% of the 13F portfolio, value $3,279,578.

    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 6,595 shares
    Change vs previous 13F -12 shares

    0.19% of the 13F portfolio, value $2,812,108.

    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 6,607 shares
    Change vs previous 13F -329 shares

    0.21% of the 13F portfolio, value $3,127,093.

    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 6,936 shares
    Change vs previous 13F +16 shares

    0.22% of the 13F portfolio, value $3,249,066.

    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 6,920 shares
    Change vs previous 13F -109 shares

    0.21% of the 13F portfolio, value $2,938,215.

    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 7,029 shares
    Change vs previous 13F -51 shares

    0.2% of the 13F portfolio, value $2,538,172.

    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 7,080 shares
    Change vs previous 13F -27 shares

    0.21% of the 13F portfolio, value $2,843,225.

    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 7,107 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,667,826.

    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).