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Beaumont Financial Advisors, LLC: SAMT position timeline

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

Beaumont Financial Advisors, LLC held 816,446 SAMT 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 816,446 shares
    Change vs previous 13F -135,279 shares

    2.48% of the 13F portfolio, value $38,973,065.

    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 951,725 shares
    Change vs previous 13F -79,547 shares

    2.57% of the 13F portfolio, value $37,374,225.

    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 1,031,272 shares
    Change vs previous 13F -227,005 shares

    2.62% of the 13F portfolio, value $39,714,280.

    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 1,258,277 shares
    Change vs previous 13F -61,845 shares

    3.14% of the 13F portfolio, value $46,895,995.

    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 1,320,122 shares
    Change vs previous 13F +723,912 shares

    3.29% of the 13F portfolio, value $45,451,797.

    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 596,210 shares
    Change vs previous 13F +206,008 shares

    1.37% of the 13F portfolio, value $17,406,166.

    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 390,202 shares
    Change vs previous 13F -11,647 shares

    0.85% of the 13F portfolio, value $11,368,536.

    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 401,849 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $11,152,187.

    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).