Beaumont Financial Advisors, LLC

Position in ARES — Ares Management Corp

CIK 1957394 NEEDHAM, MA

Position in ARES

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$205,366

-$78,294 QoQ

Shares Held

1,845

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#600

of 799 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $34,251,146 across 19 Asset Management names. ARES ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	563,859	$22,684,047
2	PHYS	Sprott Physical Gold Trust	175,936	$5,307,989
3	PSLV	Sprott Physical Silver Trust	101,066	$1,907,115
4	KKR	KKR & Co. Inc.	9,465	$868,697
5	SEIC	Sei Investments Co	6,292	$551,871
6	BCSF	Bain Capital Specialty Finance, Inc.	31,039	$388,608
7	BPRE	Bluerock Private Real Estate Fund	27,342	$355,719
8	BX	Blackstone Inc.	2,657	$312,649

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,366	1,845	+5.1%	Shares	Sole	2026-08-04
2025-12-31	$283,660	1,755	-0.1%	Shares	Sole	2026-01-16
2025-09-30	$280,766	1,756	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$303,966	1,755	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$258,473	1,763	+0.5%	Shares	Sole	2025-05-12
2024-12-31	$310,687	1,755	0.0%	Shares	Sole	2025-01-17
2024-09-30	$273,499	1,755	0.0%	Shares	Sole	2024-10-09
2024-06-30	$233,906	1,755	0.0%	Shares	Sole	2024-07-24
2024-03-31	$233,379	1,755	0.0%	Shares	Sole	2024-05-10
2023-12-31	$208,704	1,755	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.