BEAM WEALTH ADVISORS, INC.: HDV position timeline

BEAM WEALTH ADVISORS, INC. held 31,246 HDV 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 31,246 shares

   Change vs previous 13F +31,246 shares

   0.19% of the 13F portfolio, value $856,457.

   13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -45,845 shares

   13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 45,845 shares

   Change vs previous 13F -3,996 shares

   1.87% of the 13F portfolio, value $5,552,762.

   13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 49,841 shares

   Change vs previous 13F -147,875 shares

   1.77% of the 13F portfolio, value $5,595,140.

   13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 197,716 shares

   Change vs previous 13F not available

   7.05% of the 13F portfolio, value $23,255,363.

   13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).