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BEAM WEALTH ADVISORS, INC.: FUTY position timeline

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

BEAM WEALTH ADVISORS, INC. held 13,892 FUTY 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 13,892 shares
    Change vs previous 13F +803 shares

    0.18% of the 13F portfolio, value $811,561.

    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 13,089 shares
    Change vs previous 13F -1,661 shares

    0.19% of the 13F portfolio, value $773,174.

    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 14,750 shares
    Change vs previous 13F -1,096 shares

    0.22% of the 13F portfolio, value $814,518.

    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 15,846 shares
    Change vs previous 13F -34 shares

    0.24% of the 13F portfolio, value $894,820.

    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 15,880 shares
    Change vs previous 13F -61 shares

    0.25% of the 13F portfolio, value $835,294.

    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 15,941 shares
    Change vs previous 13F -1,614 shares

    0.27% of the 13F portfolio, value $812,203.

    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 17,555 shares
    Change vs previous 13F -897 shares

    0.27% of the 13F portfolio, value $856,138.

    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 18,452 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $956,162.

    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).