Beaumont Financial Advisors, LLC: SGOV position timeline

Beaumont Financial Advisors, LLC held 289,113 SGOV 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 289,113 shares

   Change vs previous 13F -358,114 shares

   1.85% of the 13F portfolio, value $29,104,967.

   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 647,227 shares

   Change vs previous 13F +166,941 shares

   4.48% of the 13F portfolio, value $65,149,880.

   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 480,286 shares

   Change vs previous 13F +439,400 shares

   3.18% of the 13F portfolio, value $48,211,075.

   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 40,886 shares

   Change vs previous 13F -3,216 shares

   0.28% of the 13F portfolio, value $4,117,200.

   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 44,102 shares

   Change vs previous 13F -280,497 shares

   0.32% of the 13F portfolio, value $4,440,673.

   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).

6. period ended2025-03-31

   13F 324,599 shares

   Change vs previous 13F +284,119 shares

   2.56% of the 13F portfolio, value $32,677,341.

   13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 40,480 shares

   Change vs previous 13F +2,352 shares

   0.3% of the 13F portfolio, value $4,060,941.

   13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 38,128 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $3,840,277.

   13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).