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BEAM WEALTH ADVISORS, INC.: AGG position timeline

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

BEAM WEALTH ADVISORS, INC. held 31,454 AGG 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 31,454 shares
    Change vs previous 13F +866 shares

    0.69% of the 13F portfolio, value $3,113,350.

    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 30,588 shares
    Change vs previous 13F +15,090 shares

    0.76% of the 13F portfolio, value $3,036,468.

    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 15,498 shares
    Change vs previous 13F +31 shares

    0.42% of the 13F portfolio, value $1,547,959.

    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 15,467 shares
    Change vs previous 13F -3,157 shares

    0.42% of the 13F portfolio, value $1,550,522.

    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 18,624 shares
    Change vs previous 13F -1,558 shares

    0.55% of the 13F portfolio, value $1,847,506.

    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 20,182 shares
    Change vs previous 13F +4,661 shares

    0.67% of the 13F portfolio, value $1,996,362.

    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 15,521 shares
    Change vs previous 13F +956 shares

    0.48% of the 13F portfolio, value $1,503,981.

    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 14,565 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,474,984.

    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).