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Beaumont Financial Partners, LLC: VOO position timeline

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

Beaumont Financial Partners, LLC held 91,133 VOO 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 91,133 shares
    Change vs previous 13F -19,281 shares

    2.87% of the 13F portfolio, value $29,919,000.

    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 110,414 shares
    Change vs previous 13F -96,013 shares

    3.44% of the 13F portfolio, value $38,300,000.

    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 206,427 shares
    Change vs previous 13F -10,589 shares

    6.52% of the 13F portfolio, value $85,702,000.

    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 217,016 shares
    Change vs previous 13F +2,189 shares

    6.87% of the 13F portfolio, value $94,743,000.

    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 214,827 shares
    Change vs previous 13F +512 shares

    6.54% of the 13F portfolio, value $84,728,000.

    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 214,315 shares
    Change vs previous 13F +60,531 shares

    6.43% of the 13F portfolio, value $84,337,000.

    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 153,784 shares
    Change vs previous 13F +17,956 shares

    4.75% of the 13F portfolio, value $56,024,000.

    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 135,828 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $46,683,000.

    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).