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BEAM WEALTH ADVISORS, INC.: ETHW position timeline

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

BEAM WEALTH ADVISORS, INC. held 210,929 ETHW 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 210,929 shares
    Change vs previous 13F -5,747 shares

    0.52% of the 13F portfolio, value $2,379,279.

    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 216,676 shares
    Change vs previous 13F +21,259 shares

    0.81% of the 13F portfolio, value $3,250,140.

    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 195,417 shares
    Change vs previous 13F +12,227 shares

    1.14% of the 13F portfolio, value $4,156,520.

    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 183,190 shares
    Change vs previous 13F +15,060 shares

    1.49% of the 13F portfolio, value $5,462,726.

    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 168,130 shares
    Change vs previous 13F +11,926 shares

    0.9% of the 13F portfolio, value $3,036,428.

    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 156,204 shares
    Change vs previous 13F +4,821 shares

    0.69% of the 13F portfolio, value $2,049,396.

    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 151,383 shares
    Change vs previous 13F +64,245 shares

    1.15% of the 13F portfolio, value $3,628,651.

    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 87,138 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,622,510.

    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).