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BEAM WEALTH ADVISORS, INC.: ISCG position timeline

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

BEAM WEALTH ADVISORS, INC. held 101,160 ISCG 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 101,160 shares
    Change vs previous 13F -3,104 shares

    1.46% of the 13F portfolio, value $6,630,033.

    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 104,264 shares
    Change vs previous 13F +26,452 shares

    1.42% of the 13F portfolio, value $5,713,671.

    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 77,812 shares
    Change vs previous 13F +7,166 shares

    1.18% of the 13F portfolio, value $4,315,454.

    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 70,646 shares
    Change vs previous 13F +11,097 shares

    1.05% of the 13F portfolio, value $3,836,696.

    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 59,549 shares
    Change vs previous 13F +23,049 shares

    0.88% of the 13F portfolio, value $2,963,177.

    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 36,500 shares
    Change vs previous 13F +6,522 shares

    0.55% of the 13F portfolio, value $1,644,309.

    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 29,978 shares
    Change vs previous 13F +784 shares

    0.47% of the 13F portfolio, value $1,482,730.

    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 29,194 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,429,337.

    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).