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Beaumont Financial Advisors, LLC: OUSA position timeline

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

Beaumont Financial Advisors, LLC held 26,285 OUSA 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 26,285 shares
    Change vs previous 13F -537 shares

    0.1% of the 13F portfolio, value $1,533,182.

    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 26,822 shares
    Change vs previous 13F -351 shares

    0.1% of the 13F portfolio, value $1,493,177.

    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 27,173 shares
    Change vs previous 13F -77 shares

    0.1% of the 13F portfolio, value $1,567,901.

    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 27,250 shares
    Change vs previous 13F -171 shares

    0.1% of the 13F portfolio, value $1,540,708.

    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 27,421 shares
    Change vs previous 13F -86 shares

    0.11% of the 13F portfolio, value $1,479,927.

    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 27,507 shares
    Change vs previous 13F -834 shares

    0.11% of the 13F portfolio, value $1,463,946.

    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 28,341 shares
    Change vs previous 13F -996 shares

    0.11% of the 13F portfolio, value $1,505,469.

    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 29,337 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,584,218.

    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).