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Beaumont Financial Partners, LLC: DVY position timeline

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

Beaumont Financial Partners, LLC held 64,007 DVY 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 64,007 shares
    Change vs previous 13F +1,830 shares

    0.66% of the 13F portfolio, value $6,863,000.

    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 62,177 shares
    Change vs previous 13F -1,577 shares

    0.66% of the 13F portfolio, value $7,316,000.

    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 63,754 shares
    Change vs previous 13F +495 shares

    0.62% of the 13F portfolio, value $8,169,000.

    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 63,259 shares
    Change vs previous 13F -32 shares

    0.56% of the 13F portfolio, value $7,755,000.

    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 63,291 shares
    Change vs previous 13F -3,190 shares

    0.56% of the 13F portfolio, value $7,260,000.

    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 66,481 shares
    Change vs previous 13F +611 shares

    0.59% of the 13F portfolio, value $7,752,000.

    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 65,870 shares
    Change vs previous 13F -4,023 shares

    0.64% of the 13F portfolio, value $7,516,000.

    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 69,893 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,722,000.

    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).