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Beaumont Financial Partners, LLC: PHYS position timeline

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

Beaumont Financial Partners, LLC held 134,145 PHYS 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 134,145 shares
    Change vs previous 13F +16,650 shares

    0.16% of the 13F portfolio, value $1,717,000.

    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 117,495 shares
    Change vs previous 13F +3,540 shares

    0.15% of the 13F portfolio, value $1,666,000.

    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 113,955 shares
    Change vs previous 13F -875 shares

    0.13% of the 13F portfolio, value $1,751,000.

    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 114,830 shares
    Change vs previous 13F -28,392 shares

    0.12% of the 13F portfolio, value $1,649,000.

    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 143,222 shares
    Change vs previous 13F -4,127 shares

    0.15% of the 13F portfolio, value $1,976,000.

    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 147,349 shares
    Change vs previous 13F -26,996 shares

    0.16% of the 13F portfolio, value $2,067,000.

    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 174,345 shares
    Change vs previous 13F -144,772 shares

    0.2% of the 13F portfolio, value $2,338,000.

    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 319,117 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,815,000.

    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).