Beaumont Financial Partners, LLC: INTU position timeline

Beaumont Financial Partners, LLC held 834 INTU 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 834 shares

   Change vs previous 13F -1 shares

   0.03% of the 13F portfolio, value $323,000.

   13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
   Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-06-30

   13F 835 shares

   Change vs previous 13F -243 shares

   0.03% of the 13F portfolio, value $322,000.

   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).

3. period ended2022-03-31

   13F 1,078 shares

   Change vs previous 13F -3 shares

   0.04% of the 13F portfolio, value $513,000.

   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).

4. period ended2021-12-31

   13F 1,081 shares

   Change vs previous 13F -172 shares

   0.05% of the 13F portfolio, value $695,000.

   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).

5. period ended2021-09-30

   13F 1,253 shares

   Change vs previous 13F -54 shares

   0.05% of the 13F portfolio, value $681,000.

   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).

6. period ended2021-06-30

   13F 1,307 shares

   Change vs previous 13F +74 shares

   0.05% of the 13F portfolio, value $641,000.

   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).

7. period ended2021-03-31

   13F 1,233 shares

   Change vs previous 13F +114 shares

   0.04% of the 13F portfolio, value $472,000.

   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).

8. period ended2020-12-31

   13F 1,119 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $425,000.

   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).