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Beaumont Financial Advisors, LLC: PHYS position timeline

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

Beaumont Financial Advisors, LLC held 175,936 PHYS 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 175,936 shares
    Change vs previous 13F -386 shares

    0.34% of the 13F portfolio, value $5,307,997.

    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 176,322 shares
    Change vs previous 13F -6,956 shares

    0.43% of the 13F portfolio, value $6,248,861.

    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 183,278 shares
    Change vs previous 13F +13,214 shares

    0.4% of the 13F portfolio, value $6,051,848.

    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 170,064 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $5,037,303.

    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 170,064 shares
    Change vs previous 13F -3,050 shares

    0.31% of the 13F portfolio, value $4,311,129.

    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 173,114 shares
    Change vs previous 13F +1,913 shares

    0.33% of the 13F portfolio, value $4,165,129.

    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 171,201 shares
    Change vs previous 13F +1,373 shares

    0.26% of the 13F portfolio, value $3,447,993.

    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 169,828 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,461,095.

    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).