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BEAM WEALTH ADVISORS, INC.: EFV position timeline

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

BEAM WEALTH ADVISORS, INC. held 47,726 EFV 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 47,726 shares
    Change vs previous 13F -2,762 shares

    0.81% of the 13F portfolio, value $3,653,397.

    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 50,488 shares
    Change vs previous 13F +5,226 shares

    0.93% of the 13F portfolio, value $3,753,765.

    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 45,262 shares
    Change vs previous 13F +1,212 shares

    0.89% of the 13F portfolio, value $3,232,143.

    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 44,050 shares
    Change vs previous 13F +5,236 shares

    0.81% of the 13F portfolio, value $2,987,895.

    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 38,814 shares
    Change vs previous 13F +12,017 shares

    0.73% of the 13F portfolio, value $2,463,918.

    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 26,797 shares
    Change vs previous 13F +565 shares

    0.53% of the 13F portfolio, value $1,579,432.

    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 26,232 shares
    Change vs previous 13F +2,301 shares

    0.44% of the 13F portfolio, value $1,376,383.

    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 23,931 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,376,768.

    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).