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BEAM WEALTH ADVISORS, INC.: DGRO position timeline

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

BEAM WEALTH ADVISORS, INC. held 19,905 DGRO 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 19,905 shares
    Change vs previous 13F -1,357 shares

    0.33% of the 13F portfolio, value $1,508,572.

    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 21,262 shares
    Change vs previous 13F -3,818 shares

    0.37% of the 13F portfolio, value $1,492,176.

    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 25,080 shares
    Change vs previous 13F -694 shares

    0.48% of the 13F portfolio, value $1,741,079.

    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 25,774 shares
    Change vs previous 13F -7,126 shares

    0.48% of the 13F portfolio, value $1,754,662.

    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 32,900 shares
    Change vs previous 13F -25,008 shares

    0.63% of the 13F portfolio, value $2,103,595.

    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 57,908 shares
    Change vs previous 13F -8,487 shares

    1.21% of the 13F portfolio, value $3,577,538.

    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 66,395 shares
    Change vs previous 13F -4,586 shares

    1.29% of the 13F portfolio, value $4,072,643.

    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 70,981 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,449,824.

    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).