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BEAM WEALTH ADVISORS, INC.: IWR position timeline

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

BEAM WEALTH ADVISORS, INC. held 79,718 IWR 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 79,718 shares
    Change vs previous 13F +2,418 shares

    1.94% of the 13F portfolio, value $8,794,501.

    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 77,300 shares
    Change vs previous 13F +3,970 shares

    1.87% of the 13F portfolio, value $7,515,848.

    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 73,330 shares
    Change vs previous 13F +1,139 shares

    1.94% of the 13F portfolio, value $7,059,518.

    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 72,191 shares
    Change vs previous 13F -2,756 shares

    1.9% of the 13F portfolio, value $6,970,049.

    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 74,947 shares
    Change vs previous 13F +11,735 shares

    2.05% of the 13F portfolio, value $6,892,853.

    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 63,212 shares
    Change vs previous 13F -1,730 shares

    1.81% of the 13F portfolio, value $5,377,472.

    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 64,942 shares
    Change vs previous 13F -2,327 shares

    1.82% of the 13F portfolio, value $5,740,893.

    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 67,269 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $5,929,053.

    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).