Beaumont Financial Advisors, LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on VYM, newest first. How the timeline and the estimate are built.
Beaumont Financial Advisors, LLC held 6,324 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 6,324 sharesChange vs previous 13F -279 shares
0.06% of the 13F portfolio, value $999,353.
13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,603 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $977,933.
13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,602 sharesChange vs previous 13F -138 shares
0.06% of the 13F portfolio, value $947,470.
13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,740 sharesChange vs previous 13F -473 shares
0.06% of the 13F portfolio, value $949,996.
13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,213 sharesChange vs previous 13F -397 shares
0.07% of the 13F portfolio, value $961,618.
13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,610 sharesChange vs previous 13F -259 shares
0.08% of the 13F portfolio, value $981,347.
13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,869 sharesChange vs previous 13F -223 shares
0.08% of the 13F portfolio, value $1,004,009.
13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,092 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,037,408.
13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).