Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on AAPL, newest first. How the timeline and the estimate are built.

BEAM WEALTH ADVISORS, INC. held 24,156 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 24,156 shares
    Change vs previous 13F -143 shares

    1.54% of the 13F portfolio, value $6,989,704.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,299 shares
    Change vs previous 13F -1,446 shares

    1.54% of the 13F portfolio, value $6,166,783.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,745 shares
    Change vs previous 13F -1,450 shares

    1.92% of the 13F portfolio, value $6,999,163.

    13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,195 shares
    Change vs previous 13F -708 shares

    1.89% of the 13F portfolio, value $6,924,571.

    13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,903 shares
    Change vs previous 13F -407 shares

    1.71% of the 13F portfolio, value $5,724,851.

    13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,310 shares
    Change vs previous 13F -3,171 shares

    2.12% of the 13F portfolio, value $6,288,515.

    13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,481 shares
    Change vs previous 13F -403 shares

    2.49% of the 13F portfolio, value $7,883,460.

    13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,884 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $7,429,003.

    13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).