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Beaumont Financial Partners, LLC: VTV position timeline

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

Beaumont Financial Partners, LLC held 49,808 VTV 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 49,808 shares
    Change vs previous 13F +3,279 shares

    0.59% of the 13F portfolio, value $6,150,000.

    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 46,529 shares
    Change vs previous 13F +5,311 shares

    0.55% of the 13F portfolio, value $6,136,000.

    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 41,218 shares
    Change vs previous 13F +3,190 shares

    0.46% of the 13F portfolio, value $6,091,000.

    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 38,028 shares
    Change vs previous 13F +568 shares

    0.41% of the 13F portfolio, value $5,594,000.

    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 37,460 shares
    Change vs previous 13F -571 shares

    0.39% of the 13F portfolio, value $5,071,000.

    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 38,031 shares
    Change vs previous 13F -134,027 shares

    0.4% of the 13F portfolio, value $5,228,000.

    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 172,058 shares
    Change vs previous 13F +137,791 shares

    1.92% of the 13F portfolio, value $22,619,000.

    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 34,267 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,076,000.

    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).