BEAM WEALTH ADVISORS, INC.: IWD position timeline

BEAM WEALTH ADVISORS, INC. held 17,671 IWD 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 17,671 shares

   Change vs previous 13F -2,337 shares

   0.94% of the 13F portfolio, value $4,283,864.

   13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 20,008 shares

   Change vs previous 13F +1,750 shares

   1.06% of the 13F portfolio, value $4,275,075.

   13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 18,258 shares

   Change vs previous 13F +406 shares

   1.05% of the 13F portfolio, value $3,840,388.

   13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 17,852 shares

   Change vs previous 13F +4,227 shares

   0.99% of the 13F portfolio, value $3,634,489.

   13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,625 shares

   Change vs previous 13F not available

   0.79% of the 13F portfolio, value $2,646,384.

   13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).