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BEAM WEALTH ADVISORS, INC.: EFG position timeline

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

BEAM WEALTH ADVISORS, INC. held 57,357 EFG 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 57,357 shares
    Change vs previous 13F -166 shares

    1.57% of the 13F portfolio, value $7,136,330.

    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 57,523 shares
    Change vs previous 13F +8,449 shares

    1.59% of the 13F portfolio, value $6,406,362.

    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 49,074 shares
    Change vs previous 13F +2,878 shares

    1.53% of the 13F portfolio, value $5,590,480.

    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 46,196 shares
    Change vs previous 13F +12,268 shares

    1.43% of the 13F portfolio, value $5,260,770.

    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 33,928 shares
    Change vs previous 13F +2,046 shares

    1.13% of the 13F portfolio, value $3,799,963.

    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 31,882 shares
    Change vs previous 13F +570 shares

    1.08% of the 13F portfolio, value $3,188,195.

    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 31,312 shares
    Change vs previous 13F -194 shares

    0.96% of the 13F portfolio, value $3,031,894.

    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 31,506 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,391,611.

    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).