BEAM WEALTH ADVISORS, INC.: FMAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on FMAG, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 67,348 FMAG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F/A 67,348 sharesChange vs previous 13F -8,380 shares
0.55% of the 13F portfolio, value $2,476,539.
13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,728 sharesChange vs previous 13F -35,889 shares
0.6% of the 13F portfolio, value $2,394,524.
13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 111,617 sharesChange vs previous 13F -1,112 shares
1.05% of the 13F portfolio, value $3,809,505.
13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 112,729 sharesChange vs previous 13F -1,311 shares
1.08% of the 13F portfolio, value $3,969,195.
13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 114,040 sharesChange vs previous 13F -691 shares
1.17% of the 13F portfolio, value $3,912,705.
13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 114,731 sharesChange vs previous 13F -4,074 shares
1.13% of the 13F portfolio, value $3,336,369.
13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118,805 sharesChange vs previous 13F -7,061 shares
1.16% of the 13F portfolio, value $3,675,824.
13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 125,866 sharesChange vs previous 13F not available
1.17% of the 13F portfolio, value $3,854,015.
13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).