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Beaumont Financial Partners, LLC: PEP position timeline

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

Beaumont Financial Partners, LLC held 103,843 PEP 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 103,843 shares
    Change vs previous 13F -991 shares

    1.63% of the 13F portfolio, value $16,953,000.

    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 104,834 shares
    Change vs previous 13F -1,849 shares

    1.57% of the 13F portfolio, value $17,472,000.

    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 106,683 shares
    Change vs previous 13F -2,353 shares

    1.36% of the 13F portfolio, value $17,857,000.

    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 109,036 shares
    Change vs previous 13F -556 shares

    1.37% of the 13F portfolio, value $18,941,000.

    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 109,592 shares
    Change vs previous 13F -1,645 shares

    1.27% of the 13F portfolio, value $16,485,000.

    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 111,237 shares
    Change vs previous 13F +1,588 shares

    1.26% of the 13F portfolio, value $16,481,000.

    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 109,649 shares
    Change vs previous 13F +4,158 shares

    1.31% of the 13F portfolio, value $15,510,000.

    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 105,491 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $15,644,000.

    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).