Beaumont Financial Partners, LLC: AGGM position timeline

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

Beaumont Financial Partners, LLC held 0 AGGM shares at 2022-06-30 per its 13F-HR filed 2022-08-04.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -6,676 shares
13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
Filed 2022-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 6,676 shares
Change vs previous 13F +1,915 shares
0.06% of the 13F portfolio, value $757,000.
13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 4,761 shares
Change vs previous 13F -1,271 shares
0.04% of the 13F portfolio, value $579,000.
13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 6,032 shares
Change vs previous 13F +6,032 shares
0.06% of the 13F portfolio, value $735,000.
13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 0 shares
Change vs previous 13F -8,667 shares
13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2021-03-31
13F 8,667 shares
Change vs previous 13F +3,198 shares
0.09% of the 13F portfolio, value $1,040,000.
13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 5,469 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $689,000.
13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).