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Beaumont Financial Advisors, LLC: VGSH position timeline

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

Beaumont Financial Advisors, LLC held 18,467 VGSH 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 18,467 shares
    Change vs previous 13F -225 shares

    0.07% of the 13F portfolio, value $1,074,755.

    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 18,692 shares
    Change vs previous 13F -3,604 shares

    0.08% of the 13F portfolio, value $1,094,215.

    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 22,296 shares
    Change vs previous 13F -6,939 shares

    0.09% of the 13F portfolio, value $1,309,470.

    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 29,235 shares
    Change vs previous 13F +8,798 shares

    0.12% of the 13F portfolio, value $1,720,506.

    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 20,437 shares
    Change vs previous 13F -974 shares

    0.09% of the 13F portfolio, value $1,201,267.

    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 21,411 shares
    Change vs previous 13F -267 shares

    0.1% of the 13F portfolio, value $1,256,583.

    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 21,678 shares
    Change vs previous 13F -2,096 shares

    0.09% of the 13F portfolio, value $1,261,199.

    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 23,774 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,403,159.

    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).