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Disclosery

Beaumont Financial Partners, LLC: VGSH position timeline

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

Beaumont Financial Partners, LLC held 130,333 VGSH 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 130,333 shares
    Change vs previous 13F -198,050 shares

    0.72% of the 13F portfolio, value $7,532,000.

    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 328,383 shares
    Change vs previous 13F +308,206 shares

    1.73% of the 13F portfolio, value $19,329,000.

    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 20,177 shares
    Change vs previous 13F +20,177 shares

    0.09% of the 13F portfolio, value $1,195,000.

    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 ended2021-09-30
    13F 0 shares
    Change vs previous 13F -10,384 shares

    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).

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

  5. period ended2021-06-30
    13F 10,384 shares
    Change vs previous 13F -12,341 shares

    0.05% of the 13F portfolio, value $638,000.

    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).

  6. period ended2021-03-31
    13F 22,725 shares
    Change vs previous 13F -17,750 shares

    0.12% of the 13F portfolio, value $1,398,000.

    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).

  7. period ended2020-12-31
    13F 40,475 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,493,000.

    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).