Skip to content
Disclosery

Beaumont Financial Advisors, LLC: RDVY position timeline

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

Beaumont Financial Advisors, LLC held 36,865 RDVY 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 36,865 shares
    Change vs previous 13F -887 shares

    0.19% of the 13F portfolio, value $2,988,277.

    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 37,752 shares
    Change vs previous 13F -290 shares

    0.18% of the 13F portfolio, value $2,577,707.

    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 38,042 shares
    Change vs previous 13F -44 shares

    0.17% of the 13F portfolio, value $2,642,778.

    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 38,086 shares
    Change vs previous 13F -1,244 shares

    0.17% of the 13F portfolio, value $2,561,664.

    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 39,330 shares
    Change vs previous 13F -110 shares

    0.18% of the 13F portfolio, value $2,467,564.

    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 39,440 shares
    Change vs previous 13F -7,609 shares

    0.18% of the 13F portfolio, value $2,308,818.

    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 47,049 shares
    Change vs previous 13F -539 shares

    0.21% of the 13F portfolio, value $2,782,478.

    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 47,588 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,817,685.

    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).