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Beaumont Financial Partners, LLC: FENY position timeline

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

Beaumont Financial Partners, LLC held 90,103 FENY 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 90,103 shares
    Change vs previous 13F -149,824 shares

    0.17% of the 13F portfolio, value $1,789,000.

    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 239,927 shares
    Change vs previous 13F +78,776 shares

    0.42% of the 13F portfolio, value $4,655,000.

    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 161,151 shares
    Change vs previous 13F +32,946 shares

    0.26% of the 13F portfolio, value $3,375,000.

    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 128,205 shares
    Change vs previous 13F +128,205 shares

    0.14% of the 13F portfolio, value $1,946,000.

    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 0 shares
    Change vs previous 13F -140,620 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2021-06-30
    13F 140,620 shares
    Change vs previous 13F -480,950 shares

    0.16% of the 13F portfolio, value $2,073,000.

    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 621,570 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,236,000.

    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).