Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: IAU position timeline

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

BEAM WEALTH ADVISORS, INC. held 23,650 IAU 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 23,650 shares
    Change vs previous 13F -1,232 shares

    0.39% of the 13F portfolio, value $1,785,812.

    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 24,882 shares
    Change vs previous 13F +7,351 shares

    0.55% of the 13F portfolio, value $2,193,597.

    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 17,531 shares
    Change vs previous 13F -268 shares

    0.39% of the 13F portfolio, value $1,422,991.

    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 17,799 shares
    Change vs previous 13F -190 shares

    0.35% of the 13F portfolio, value $1,295,233.

    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 17,989 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,121,794.

    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 17,989 shares
    Change vs previous 13F +1,214 shares

    0.36% of the 13F portfolio, value $1,060,631.

    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 16,775 shares
    Change vs previous 13F +597 shares

    0.26% of the 13F portfolio, value $830,530.

    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 16,178 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $804,047.

    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).