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BEAM WEALTH ADVISORS, INC.: FIDI position timeline

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

BEAM WEALTH ADVISORS, INC. held 108,173 FIDI 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 108,173 shares
    Change vs previous 13F +9,907 shares

    0.65% of the 13F portfolio, value $2,960,705.

    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 98,266 shares
    Change vs previous 13F +19,943 shares

    0.68% of the 13F portfolio, value $2,712,632.

    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 78,323 shares
    Change vs previous 13F +4,277 shares

    0.56% of the 13F portfolio, value $2,029,355.

    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 74,046 shares
    Change vs previous 13F +11,911 shares

    0.49% of the 13F portfolio, value $1,811,710.

    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 62,135 shares
    Change vs previous 13F -14,219 shares

    0.43% of the 13F portfolio, value $1,447,123.

    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 76,354 shares
    Change vs previous 13F -2,070 shares

    0.55% of the 13F portfolio, value $1,636,953.

    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 78,424 shares
    Change vs previous 13F -4,297 shares

    0.48% of the 13F portfolio, value $1,529,167.

    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 82,721 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,799,941.

    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).