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Beaumont Financial Partners, LLC: WM position timeline

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

Beaumont Financial Partners, LLC held 3,114 WM 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 3,114 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $499,000.

    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 3,114 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $476,000.

    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 3,067 shares
    Change vs previous 13F -53 shares

    0.04% of the 13F portfolio, value $486,000.

    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 3,120 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $521,000.

    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 3,070 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $459,000.

    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 3,070 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $430,000.

    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).