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Beaumont Financial Partners, LLC: HDV position timeline

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

Beaumont Financial Partners, LLC held 98,878 HDV 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 98,878 shares
    Change vs previous 13F +5,535 shares

    0.87% of the 13F portfolio, value $9,027,000.

    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 93,343 shares
    Change vs previous 13F +13,509 shares

    0.84% of the 13F portfolio, value $9,374,000.

    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 79,834 shares
    Change vs previous 13F +13 shares

    0.65% of the 13F portfolio, value $8,534,000.

    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 79,821 shares
    Change vs previous 13F -475 shares

    0.58% of the 13F portfolio, value $8,061,000.

    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 80,296 shares
    Change vs previous 13F -7,432 shares

    0.58% of the 13F portfolio, value $7,569,000.

    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 87,728 shares
    Change vs previous 13F -1,819 shares

    0.65% of the 13F portfolio, value $8,468,000.

    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 89,547 shares
    Change vs previous 13F -2,907 shares

    0.72% of the 13F portfolio, value $8,497,000.

    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 92,454 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,105,000.

    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).