Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: BIL position timeline

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

BEAM WEALTH ADVISORS, INC. held 94,890 BIL 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 94,890 shares
    Change vs previous 13F +10,631 shares

    1.92% of the 13F portfolio, value $8,695,740.

    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 84,259 shares
    Change vs previous 13F -26,803 shares

    1.92% of the 13F portfolio, value $7,721,539.

    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 111,062 shares
    Change vs previous 13F +16,223 shares

    2.79% of the 13F portfolio, value $10,148,835.

    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 94,839 shares
    Change vs previous 13F +5,411 shares

    2.37% of the 13F portfolio, value $8,701,434.

    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 89,428 shares
    Change vs previous 13F +14,869 shares

    2.44% of the 13F portfolio, value $8,203,241.

    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 74,559 shares
    Change vs previous 13F -5,518 shares

    2.31% of the 13F portfolio, value $6,839,315.

    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 80,077 shares
    Change vs previous 13F +12,255 shares

    2.32% of the 13F portfolio, value $7,321,415.

    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 67,822 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $6,226,698.

    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).