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Beaumont Financial Partners, LLC: FUTY position timeline

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

Beaumont Financial Partners, LLC held 42,702 FUTY 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 42,702 shares
    Change vs previous 13F +42,702 shares

    0.17% of the 13F portfolio, value $1,803,000.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -24,745 shares

    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).

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

  3. period ended2021-12-31
    13F 24,745 shares
    Change vs previous 13F -13,691 shares

    0.08% of the 13F portfolio, value $1,146,000.

    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).

  4. period ended2021-09-30
    13F 38,436 shares
    Change vs previous 13F +11,705 shares

    0.12% of the 13F portfolio, value $1,582,000.

    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).

  5. period ended2021-06-30
    13F 26,731 shares
    Change vs previous 13F -5,982 shares

    0.08% of the 13F portfolio, value $1,097,000.

    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).

  6. period ended2021-03-31
    13F 32,713 shares
    Change vs previous 13F -3,332 shares

    0.11% of the 13F portfolio, value $1,357,000.

    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).

  7. period ended2020-12-31
    13F 36,045 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,463,000.

    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).