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BEAM WEALTH ADVISORS, INC.: IEF position timeline

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

BEAM WEALTH ADVISORS, INC. held 40,324 IEF 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 40,324 shares
    Change vs previous 13F +1,424 shares

    0.84% of the 13F portfolio, value $3,813,427.

    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 38,900 shares
    Change vs previous 13F +6,694 shares

    0.92% of the 13F portfolio, value $3,712,632.

    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 32,206 shares
    Change vs previous 13F +603 shares

    0.85% of the 13F portfolio, value $3,096,952.

    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 31,603 shares
    Change vs previous 13F +98 shares

    0.83% of the 13F portfolio, value $3,048,462.

    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 31,505 shares
    Change vs previous 13F -1,086 shares

    0.9% of the 13F portfolio, value $3,017,274.

    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 32,591 shares
    Change vs previous 13F -4,026 shares

    1.05% of the 13F portfolio, value $3,108,170.

    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 36,617 shares
    Change vs previous 13F +1,303 shares

    1.07% of the 13F portfolio, value $3,385,208.

    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 35,314 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,464,994.

    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).