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Tidal Trust Iii shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 204k 35.13

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Top funds holding Tidal Trust Iii

Altfest L J & Co
Beaumont Financial Advisors
SFI Advisors
Tyche Wealth Partners
Gts Securities
U.S. Capital Wealth Advisors
Napa Wealth Management
Fullcircle Wealth
Wealthstar Advisors
Carter Financial Group
Beck Capital Management
Jane Street
Farther Finance Advisors
Berbice Capital Management
Harbour Investments

View all funds holding Tidal Trust Iii