Beaumont Financial Partners, LLC: USMV position timeline

Beaumont Financial Partners, LLC held 4,985 USMV 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 4,985 shares

   Change vs previous 13F -1,984 shares

   0.03% of the 13F portfolio, value $330,000.

   13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
   Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-06-30

   13F 6,969 shares

   Change vs previous 13F +883 shares

   0.04% of the 13F portfolio, value $489,000.

   13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
   Filed 2022-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-03-31

   13F 6,086 shares

   Change vs previous 13F -137,022 shares

   0.04% of the 13F portfolio, value $472,000.

   13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-12-31

   13F 143,108 shares

   Change vs previous 13F +7,928 shares

   0.84% of the 13F portfolio, value $11,577,000.

   13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-09-30

   13F 135,180 shares

   Change vs previous 13F -8,083 shares

   0.77% of the 13F portfolio, value $9,936,000.

   13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-06-30

   13F 143,263 shares

   Change vs previous 13F +13,477 shares

   0.8% of the 13F portfolio, value $10,545,000.

   13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
   Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-03-31

   13F 129,786 shares

   Change vs previous 13F +118,270 shares

   0.76% of the 13F portfolio, value $8,979,000.

   13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2020-12-31

   13F 11,516 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $782,000.

   13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).