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BEAM WEALTH ADVISORS, INC.: BITB position timeline

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

BEAM WEALTH ADVISORS, INC. held 111,395 BITB 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 111,395 shares
    Change vs previous 13F -1,768 shares

    0.78% of the 13F portfolio, value $3,549,045.

    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 113,163 shares
    Change vs previous 13F +6,751 shares

    1.04% of the 13F portfolio, value $4,165,530.

    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 106,412 shares
    Change vs previous 13F -374 shares

    1.39% of the 13F portfolio, value $5,060,955.

    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 106,786 shares
    Change vs previous 13F +12,855 shares

    1.81% of the 13F portfolio, value $6,644,225.

    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 93,931 shares
    Change vs previous 13F +2,558 shares

    1.64% of the 13F portfolio, value $5,503,417.

    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 91,373 shares
    Change vs previous 13F +1,522 shares

    1.38% of the 13F portfolio, value $4,100,820.

    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 89,851 shares
    Change vs previous 13F +34,307 shares

    1.45% of the 13F portfolio, value $4,568,923.

    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 55,544 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,921,267.

    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).