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BEAM WEALTH ADVISORS, INC.: IUSG position timeline

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

BEAM WEALTH ADVISORS, INC. held 11,491 IUSG 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 11,491 shares
    Change vs previous 13F -1,737 shares

    0.48% of the 13F portfolio, value $2,161,347.

    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 13,228 shares
    Change vs previous 13F -6,588 shares

    0.51% of the 13F portfolio, value $2,051,749.

    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 19,816 shares
    Change vs previous 13F -252 shares

    0.91% of the 13F portfolio, value $3,327,948.

    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 20,068 shares
    Change vs previous 13F -4,441 shares

    0.9% of the 13F portfolio, value $3,301,969.

    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 24,509 shares
    Change vs previous 13F -2,290 shares

    1.1% of the 13F portfolio, value $3,686,085.

    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 26,799 shares
    Change vs previous 13F -84 shares

    1.15% of the 13F portfolio, value $3,405,624.

    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 26,883 shares
    Change vs previous 13F -2,662 shares

    1.18% of the 13F portfolio, value $3,746,199.

    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 29,545 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,897,277.

    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).