Beaumont Financial Advisors, LLC
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $26,875,577 | 586,803 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $21,455,101 | 584,767 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $17,602,720 | 584,808 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $15,221,879 | 535,793 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $12,512,657 | 526,627 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $12,616,586 | 515,173 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $12,385,992 | 561,723 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $11,476,702 | 564,243 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $10,856,288 | 566,908 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $9,743,781 | 562,574 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $22,388,480 | 1,242,424 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $10,763,780 | 569,211 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $10,049,298 | 560,474 | Shares | Sole | 2023-01-25 |