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Beaumont Financial Partners, LLC: VUG position timeline

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

Beaumont Financial Partners, LLC held 74,184 VUG 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 74,184 shares
    Change vs previous 13F +797 shares

    1.52% of the 13F portfolio, value $15,872,000.

    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 73,387 shares
    Change vs previous 13F -260 shares

    1.47% of the 13F portfolio, value $16,357,000.

    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 73,647 shares
    Change vs previous 13F -3,509 shares

    1.61% of the 13F portfolio, value $21,181,000.

    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 77,156 shares
    Change vs previous 13F -191 shares

    1.8% of the 13F portfolio, value $24,759,000.

    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 77,347 shares
    Change vs previous 13F -5,275 shares

    1.73% of the 13F portfolio, value $22,444,000.

    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 82,622 shares
    Change vs previous 13F -213 shares

    1.81% of the 13F portfolio, value $23,697,000.

    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 82,835 shares
    Change vs previous 13F -36,564 shares

    1.8% of the 13F portfolio, value $21,292,000.

    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 119,399 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $30,249,000.

    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).