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Disclosery

Beaumont Financial Partners, LLC: SPDW position timeline

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

Beaumont Financial Partners, LLC held 0 SPDW shares at 2022-03-31 per its 13F-HR filed 2022-05-09.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -33,223 shares

    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).

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

  2. period ended2021-12-31
    13F 33,223 shares
    Change vs previous 13F -2,923 shares

    0.09% of the 13F portfolio, value $1,212,000.

    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).

  3. period ended2021-09-30
    13F 36,146 shares
    Change vs previous 13F -11,256 shares

    0.1% of the 13F portfolio, value $1,308,000.

    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).

  4. period ended2021-06-30
    13F 47,402 shares
    Change vs previous 13F -91,033 shares

    0.13% of the 13F portfolio, value $1,744,000.

    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).

  5. period ended2021-03-31
    13F 138,435 shares
    Change vs previous 13F +31,600 shares

    0.41% of the 13F portfolio, value $4,896,000.

    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).

  6. period ended2020-12-31
    13F 106,835 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,606,000.

    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).