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Beaumont Financial Partners, LLC: AGG position timeline

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

Beaumont Financial Partners, LLC held 94,065 AGG shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 94,065 shares
    Change vs previous 13F -1,036 shares

    0.87% of the 13F portfolio, value $9,062,000.

    13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 95,101 shares
    Change vs previous 13F +55,320 shares

    0.87% of the 13F portfolio, value $9,670,000.

    13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 39,781 shares
    Change vs previous 13F +4,232 shares

    0.32% of the 13F portfolio, value $4,261,000.

    13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 35,549 shares
    Change vs previous 13F +1,084 shares

    0.29% of the 13F portfolio, value $4,055,000.

    13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 34,465 shares
    Change vs previous 13F +3,231 shares

    0.31% of the 13F portfolio, value $3,957,000.

    13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 31,234 shares
    Change vs previous 13F -9,703 shares

    0.27% of the 13F portfolio, value $3,603,000.

    13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 40,937 shares
    Change vs previous 13F +13,101 shares

    0.39% of the 13F portfolio, value $4,660,000.

    13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 27,836 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,290,000.

    13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).