Beaumont Financial Advisors, LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on PLTR, newest first. How the timeline and the estimate are built.
Beaumont Financial Advisors, LLC held 2,186 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,186 sharesChange vs previous 13F -653 shares
0.02% of the 13F portfolio, value $255,041.
13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,839 sharesChange vs previous 13F -126 shares
0.03% of the 13F portfolio, value $415,289.
13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,965 sharesChange vs previous 13F +59 shares
0.03% of the 13F portfolio, value $527,029.
13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,906 sharesChange vs previous 13F +297 shares
0.04% of the 13F portfolio, value $530,176.
13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,609 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $355,659.
13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).