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Beaumont Financial Advisors, LLC: MOAT position timeline

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

Beaumont Financial Advisors, LLC held 77,701 MOAT 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 77,701 shares
    Change vs previous 13F -2,547 shares

    0.51% of the 13F portfolio, value $8,077,832.

    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 80,248 shares
    Change vs previous 13F -1,115 shares

    0.53% of the 13F portfolio, value $7,760,015.

    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 81,363 shares
    Change vs previous 13F -1,691 shares

    0.56% of the 13F portfolio, value $8,425,989.

    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 83,054 shares
    Change vs previous 13F -1,303 shares

    0.55% of the 13F portfolio, value $8,231,458.

    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 84,357 shares
    Change vs previous 13F -184,773 shares

    0.57% of the 13F portfolio, value $7,911,855.

    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 269,130 shares
    Change vs previous 13F -4,849 shares

    1.86% of the 13F portfolio, value $23,683,452.

    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 273,979 shares
    Change vs previous 13F -31,730 shares

    1.91% of the 13F portfolio, value $25,404,692.

    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 305,709 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $29,638,443.

    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).