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Beaumont Financial Advisors, LLC: XSOE position timeline

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

Beaumont Financial Advisors, LLC held 30,464 XSOE 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 30,464 shares
    Change vs previous 13F -1,556 shares

    0.1% of the 13F portfolio, value $1,498,220.

    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 32,020 shares
    Change vs previous 13F -665 shares

    0.09% of the 13F portfolio, value $1,284,002.

    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 32,685 shares
    Change vs previous 13F +165 shares

    0.08% of the 13F portfolio, value $1,275,369.

    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 32,520 shares
    Change vs previous 13F -1,036 shares

    0.08% of the 13F portfolio, value $1,233,809.

    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 33,556 shares
    Change vs previous 13F -1,261 shares

    0.08% of the 13F portfolio, value $1,157,011.

    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 34,817 shares
    Change vs previous 13F +19,163 shares

    0.08% of the 13F portfolio, value $1,074,801.

    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 15,654 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $477,134.

    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 15,654 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,052.

    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).