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BEAM WEALTH ADVISORS, INC.: IEFA position timeline

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

BEAM WEALTH ADVISORS, INC. held 45,346 IEFA 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 45,346 shares
    Change vs previous 13F -1,124 shares

    0.97% of the 13F portfolio, value $4,379,555.

    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 46,470 shares
    Change vs previous 13F +2,889 shares

    1.05% of the 13F portfolio, value $4,206,961.

    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 43,581 shares
    Change vs previous 13F +1,683 shares

    1.07% of the 13F portfolio, value $3,898,798.

    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 41,898 shares
    Change vs previous 13F +3,148 shares

    1% of the 13F portfolio, value $3,658,157.

    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 38,750 shares
    Change vs previous 13F -4,332 shares

    0.96% of the 13F portfolio, value $3,234,891.

    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 43,082 shares
    Change vs previous 13F +1,773 shares

    1.1% of the 13F portfolio, value $3,259,135.

    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 41,309 shares
    Change vs previous 13F +4,421 shares

    0.92% of the 13F portfolio, value $2,903,205.

    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 36,888 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,879,145.

    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).