BEAM WEALTH ADVISORS, INC.: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on IJH, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 10,940 IJH 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 10,940 sharesChange vs previous 13F -272 shares
0.19% of the 13F portfolio, value $843,589.
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 11,212 sharesChange vs previous 13F -904 shares
0.19% of the 13F portfolio, value $757,160.
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 12,116 sharesChange vs previous 13F -8,269 shares
0.22% of the 13F portfolio, value $799,685.
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 20,385 sharesChange vs previous 13F -5,697 shares
0.36% of the 13F portfolio, value $1,330,306.
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 26,082 sharesChange vs previous 13F +2,077 shares
0.48% of the 13F portfolio, value $1,617,582.
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 24,005 sharesChange vs previous 13F +1,396 shares
0.47% of the 13F portfolio, value $1,400,680.
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 22,609 sharesChange vs previous 13F -719 shares
0.45% of the 13F portfolio, value $1,408,790.
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 23,328 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,453,813.
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).