BEAM WEALTH ADVISORS, INC.: HNDL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on HNDL, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 21,207 HNDL 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 21,207 sharesChange vs previous 13F -2,981 shares
0.11% of the 13F portfolio, value $484,417.
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 24,188 sharesChange vs previous 13F +705 shares
0.13% of the 13F portfolio, value $528,269.
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 23,483 sharesChange vs previous 13F +324 shares
0.14% of the 13F portfolio, value $517,087.
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 23,159 sharesChange vs previous 13F +178 shares
0.14% of the 13F portfolio, value $515,990.
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 22,981 sharesChange vs previous 13F -402 shares
0.15% of the 13F portfolio, value $497,758.
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 23,383 sharesChange vs previous 13F -13,673 shares
0.17% of the 13F portfolio, value $493,155.
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 37,056 sharesChange vs previous 13F +402 shares
0.25% of the 13F portfolio, value $790,397.
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 36,654 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $815,560.
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).