Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: APLU position timeline

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

BEAM WEALTH ADVISORS, INC. held 34,863 APLU 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 34,863 shares
    Change vs previous 13F -52 shares

    0.19% of the 13F portfolio, value $857,560.

    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 34,915 shares
    Change vs previous 13F -5,169 shares

    0.21% of the 13F portfolio, value $861,597.

    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 40,084 shares
    Change vs previous 13F -21,250 shares

    0.27% of the 13F portfolio, value $1,000,897.

    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 61,334 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,544,083.

    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).