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Beaumont Financial Advisors, LLC: WCMI position timeline

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

Beaumont Financial Advisors, LLC held 1,146,836 WCMI 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 1,146,836 shares
    Change vs previous 13F +379,576 shares

    1.43% of the 13F portfolio, value $22,443,578.

    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 767,260 shares
    Change vs previous 13F -3,648 shares

    0.88% of the 13F portfolio, value $12,866,954.

    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 770,908 shares
    Change vs previous 13F +1,691 shares

    0.86% of the 13F portfolio, value $13,113,148.

    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 769,217 shares
    Change vs previous 13F -28,532 shares

    0.87% of the 13F portfolio, value $12,976,683.

    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 797,749 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $12,692,182.

    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).