Beaumont Financial Advisors, LLC: PH position timeline

Beaumont Financial Advisors, LLC held 912 PH 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 912 shares

   Change vs previous 13F -73 shares

   0.06% of the 13F portfolio, value $892,325.

   13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 985 shares

   Change vs previous 13F +27 shares

   0.06% of the 13F portfolio, value $882,146.

   13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 958 shares

   Change vs previous 13F +2 shares

   0.06% of the 13F portfolio, value $841,898.

   13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 956 shares

   Change vs previous 13F +1 shares

   0.05% of the 13F portfolio, value $724,898.

   13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 955 shares

   Change vs previous 13F +5 shares

   0.05% of the 13F portfolio, value $667,199.

   13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 950 shares

   Change vs previous 13F +11 shares

   0.05% of the 13F portfolio, value $577,466.

   13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 939 shares

   Change vs previous 13F +9 shares

   0.04% of the 13F portfolio, value $597,177.

   13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 930 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $587,598.

   13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).