Beaumont Financial Advisors, LLC
Holdings in BCSF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $689,769 | 49,588 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $872,452 | 61,837 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $927,581 | 62,291 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $1,020,765 | 62,107 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $1,171,166 | 67,516 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,149,818 | 69,959 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $1,135,950 | 70,344 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $1,094,824 | 70,521 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,057,959 | 70,905 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $1,164,528 | 76,824 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $1,146,460 | 85,709 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $1,011,820 | 85,733 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,121,135 | 95,155 | Shares | Sole | 2023-01-25 |