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Beaumont Financial Advisors, LLC: PSLV position timeline

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

Beaumont Financial Advisors, LLC held 101,066 PSLV 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 101,066 shares
    Change vs previous 13F -2,087 shares

    0.12% of the 13F portfolio, value $1,907,121.

    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 103,153 shares
    Change vs previous 13F -31,725 shares

    0.17% of the 13F portfolio, value $2,515,908.

    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 134,878 shares
    Change vs previous 13F +26,125 shares

    0.21% of the 13F portfolio, value $3,189,871.

    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 108,753 shares
    Change vs previous 13F +22,886 shares

    0.11% of the 13F portfolio, value $1,707,426.

    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 85,867 shares
    Change vs previous 13F -3,057 shares

    0.08% of the 13F portfolio, value $1,051,015.

    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 88,924 shares
    Change vs previous 13F +11,887 shares

    0.08% of the 13F portfolio, value $1,031,522.

    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 77,037 shares
    Change vs previous 13F +949 shares

    0.06% of the 13F portfolio, value $743,410.

    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 76,088 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $795,120.

    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).