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Beaumont Financial Advisors, LLC: UCON position timeline

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

Beaumont Financial Advisors, LLC held 114,627 UCON 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 114,627 shares
    Change vs previous 13F +4,208 shares

    0.18% of the 13F portfolio, value $2,851,929.

    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 110,419 shares
    Change vs previous 13F -165,374 shares

    0.19% of the 13F portfolio, value $2,735,074.

    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 275,793 shares
    Change vs previous 13F -4,916 shares

    0.46% of the 13F portfolio, value $6,941,714.

    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 280,709 shares
    Change vs previous 13F -9,603 shares

    0.47% of the 13F portfolio, value $7,070,632.

    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 290,312 shares
    Change vs previous 13F -14,230 shares

    0.52% of the 13F portfolio, value $7,225,862.

    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 304,542 shares
    Change vs previous 13F +4,373 shares

    0.59% of the 13F portfolio, value $7,537,416.

    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 300,169 shares
    Change vs previous 13F +16,410 shares

    0.56% of the 13F portfolio, value $7,399,177.

    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 283,759 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,130,872.

    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).