Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: IWP position timeline

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

BEAM WEALTH ADVISORS, INC. held 27,769 IWP 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 27,769 shares
    Change vs previous 13F +927 shares

    0.9% of the 13F portfolio, value $4,065,634.

    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 26,842 shares
    Change vs previous 13F +4,817 shares

    0.86% of the 13F portfolio, value $3,438,954.

    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 22,025 shares
    Change vs previous 13F -680 shares

    0.83% of the 13F portfolio, value $3,016,100.

    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 22,705 shares
    Change vs previous 13F -137 shares

    0.88% of the 13F portfolio, value $3,233,349.

    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 22,842 shares
    Change vs previous 13F +903 shares

    0.94% of the 13F portfolio, value $3,167,736.

    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 21,939 shares
    Change vs previous 13F -776 shares

    0.87% of the 13F portfolio, value $2,577,594.

    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 22,715 shares
    Change vs previous 13F -515 shares

    0.91% of the 13F portfolio, value $2,879,187.

    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 23,230 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,724,603.

    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).