Beaumont Financial Advisors, LLC
Position in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1957394
NEEDHAM, MA
All Filings in SMOT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $1,120,027 | 31,828 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 SMOT | $1,153,549 | 31,866 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 SMOT | $1,149,725 | 31,866 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 SMOT | $1,112,904 | 31,980 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SMOT | $1,088,496 | 33,196 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 SMOT | $1,108,624 | 32,162 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SMOT | $1,097,314 | 31,325 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 SMOT | $998,430 | 31,240 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 SMOT | $1,059,968 | 31,075 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 SMOT | $892,363 | 28,329 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 SMOT | $675,918 | 23,779 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 SMOT | $452,364 | 15,104 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||