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Disclosery

BEAM WEALTH ADVISORS, INC.: IDV position timeline

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

BEAM WEALTH ADVISORS, INC. held 27,033 IDV 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 27,033 shares
    Change vs previous 13F +3,471 shares

    0.25% of the 13F portfolio, value $1,119,964.

    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 23,562 shares
    Change vs previous 13F +7,912 shares

    0.25% of the 13F portfolio, value $1,002,792.

    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 15,650 shares
    Change vs previous 13F +4,623 shares

    0.17% of the 13F portfolio, value $617,393.

    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 11,027 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $403,037.

    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).