Skip to content
Disclosery

Beaumont Financial Advisors, LLC: RDVI position timeline

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

Beaumont Financial Advisors, LLC held 506,641 RDVI 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 506,641 shares
    Change vs previous 13F +1,414 shares

    0.95% of the 13F portfolio, value $14,895,247.

    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 505,227 shares
    Change vs previous 13F +9,479 shares

    0.89% of the 13F portfolio, value $12,908,546.

    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 495,748 shares
    Change vs previous 13F +4,571 shares

    0.86% of the 13F portfolio, value $13,008,428.

    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 491,177 shares
    Change vs previous 13F -17,283 shares

    0.85% of the 13F portfolio, value $12,696,936.

    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 508,460 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $12,564,052.

    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).