Beaumont Financial Advisors, LLC: USMV position timeline

Beaumont Financial Advisors, LLC held 3,782 USMV 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 3,782 shares

   Change vs previous 13F +139 shares

   0.02% of the 13F portfolio, value $364,783.

   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 3,643 shares

   Change vs previous 13F -40 shares

   0.02% of the 13F portfolio, value $337,824.

   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 3,683 shares

   Change vs previous 13F -198 shares

   0.02% of the 13F portfolio, value $346,763.

   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 3,881 shares

   Change vs previous 13F +307 shares

   0.02% of the 13F portfolio, value $369,210.

   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 3,574 shares

   Change vs previous 13F -179 shares

   0.02% of the 13F portfolio, value $335,464.

   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 3,753 shares

   Change vs previous 13F -500 shares

   0.03% of the 13F portfolio, value $351,478.

   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 4,253 shares

   Change vs previous 13F -626 shares

   0.03% of the 13F portfolio, value $377,597.

   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 4,879 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $445,474.

   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).