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Beaumont Financial Partners, LLC: IVV position timeline

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

Beaumont Financial Partners, LLC held 76,994 IVV 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 76,994 shares
    Change vs previous 13F +9,222 shares

    2.65% of the 13F portfolio, value $27,614,000.

    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 67,772 shares
    Change vs previous 13F +18,363 shares

    2.31% of the 13F portfolio, value $25,696,000.

    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 49,409 shares
    Change vs previous 13F +1,193 shares

    1.7% of the 13F portfolio, value $22,416,000.

    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 48,216 shares
    Change vs previous 13F +1,440 shares

    1.67% of the 13F portfolio, value $22,999,000.

    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 46,776 shares
    Change vs previous 13F +164 shares

    1.55% of the 13F portfolio, value $20,152,000.

    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 46,612 shares
    Change vs previous 13F +261 shares

    1.53% of the 13F portfolio, value $20,039,000.

    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 46,351 shares
    Change vs previous 13F +2,485 shares

    1.56% of the 13F portfolio, value $18,439,000.

    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 43,866 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $16,467,000.

    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).