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BEAM WEALTH ADVISORS, INC.: IMCG position timeline

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

BEAM WEALTH ADVISORS, INC. held 239,990 IMCG 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 239,990 shares
    Change vs previous 13F -20,389 shares

    5.2% of the 13F portfolio, value $23,590,988.

    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 260,379 shares
    Change vs previous 13F +219,053 shares

    5.11% of the 13F portfolio, value $20,510,063.

    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 41,326 shares
    Change vs previous 13F +1,639 shares

    0.91% of the 13F portfolio, value $3,299,471.

    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 39,687 shares
    Change vs previous 13F +8,277 shares

    0.89% of the 13F portfolio, value $3,283,266.

    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 31,410 shares
    Change vs previous 13F +5,875 shares

    0.75% of the 13F portfolio, value $2,520,064.

    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 25,535 shares
    Change vs previous 13F +2,289 shares

    0.62% of the 13F portfolio, value $1,823,940.

    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 23,246 shares
    Change vs previous 13F +5,238 shares

    0.56% of the 13F portfolio, value $1,755,762.

    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 18,008 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,314,028.

    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).