Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: DJIA position timeline

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

BEAM WEALTH ADVISORS, INC. held 10,432 DJIA 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 10,432 shares
    Change vs previous 13F -3,080 shares

    0.05% of the 13F portfolio, value $230,967.

    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 13,512 shares
    Change vs previous 13F +341 shares

    0.07% of the 13F portfolio, value $284,285.

    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 13,171 shares
    Change vs previous 13F -279 shares

    0.08% of the 13F portfolio, value $289,753.

    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 13,450 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $293,873.

    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 13,479 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $292,228.

    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 13,435 shares
    Change vs previous 13F +704 shares

    0.1% of the 13F portfolio, value $296,517.

    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 12,731 shares
    Change vs previous 13F +153 shares

    0.09% of the 13F portfolio, value $285,438.

    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 12,578 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $289,664.

    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).