Beaumont Financial Advisors, LLC: PRIV position timeline

Beaumont Financial Advisors, LLC held 389,109 PRIV 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 389,109 shares

   Change vs previous 13F +58,204 shares

   0.62% of the 13F portfolio, value $9,795,820.

   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 330,905 shares

   Change vs previous 13F +303,635 shares

   0.57% of the 13F portfolio, value $8,347,337.

   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 27,270 shares

   Change vs previous 13F +11,715 shares

   0.05% of the 13F portfolio, value $693,068.

   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 15,555 shares

   Change vs previous 13F +3,854 shares

   0.03% of the 13F portfolio, value $396,819.

   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 11,701 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $294,801.

   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).