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Beaumont Financial Partners, LLC: SCHX position timeline

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

Beaumont Financial Partners, LLC held 63,563 SCHX 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 63,563 shares
    Change vs previous 13F +24,824 shares

    0.26% of the 13F portfolio, value $2,692,000.

    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 38,739 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,730,000.

    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 38,739 shares
    Change vs previous 13F +19,369 shares

    0.16% of the 13F portfolio, value $2,086,000.

    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 19,370 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,205,000.

    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 19,370 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $2,015,000.

    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 19,670 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,045,000.

    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 19,670 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $1,889,000.

    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 19,695 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,791,000.

    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).