Beaumont Financial Advisors, LLC: WM position timeline

Beaumont Financial Advisors, LLC held 3,205 WM 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 3,205 shares

   Change vs previous 13F +50 shares

   0.05% of the 13F portfolio, value $714,330.

   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 3,155 shares

   Change vs previous 13F +2 shares

   0.05% of the 13F portfolio, value $724,987.

   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 3,153 shares

   Change vs previous 13F +1 shares

   0.05% of the 13F portfolio, value $692,746.

   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 3,152 shares

   Change vs previous 13F -74 shares

   0.05% of the 13F portfolio, value $696,056.

   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 3,226 shares

   Change vs previous 13F -105 shares

   0.05% of the 13F portfolio, value $738,173.

   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 3,331 shares

   Change vs previous 13F -794 shares

   0.06% of the 13F portfolio, value $771,160.

   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 4,125 shares

   Change vs previous 13F +91 shares

   0.06% of the 13F portfolio, value $832,384.

   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 4,034 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $837,458.

   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).