Beaumont Financial Partners, LLC: IOO position timeline

Beaumont Financial Partners, LLC held 5,278 IOO 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 5,278 shares

   Change vs previous 13F +119 shares

   0.03% of the 13F portfolio, value $314,000.

   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 5,159 shares

   Change vs previous 13F -1,578 shares

   0.03% of the 13F portfolio, value $331,000.

   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 6,737 shares

   Change vs previous 13F -99,185 shares

   0.04% of the 13F portfolio, value $512,000.

   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 105,922 shares

   Change vs previous 13F +105,922 shares

   0.6% of the 13F portfolio, value $8,263,000.

   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 ended2020-12-31

   13F 0 shares

   Change vs previous 13F not available

   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).

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