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BEAM WEALTH ADVISORS, INC.: JEPI position timeline

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

BEAM WEALTH ADVISORS, INC. held 111,463 JEPI 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 111,463 shares
    Change vs previous 13F +9,772 shares

    1.39% of the 13F portfolio, value $6,295,449.

    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 101,691 shares
    Change vs previous 13F +39,290 shares

    1.43% of the 13F portfolio, value $5,763,830.

    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 62,401 shares
    Change vs previous 13F +155 shares

    0.98% of the 13F portfolio, value $3,571,841.

    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 62,246 shares
    Change vs previous 13F +1,175 shares

    0.97% of the 13F portfolio, value $3,554,242.

    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 61,071 shares
    Change vs previous 13F +11,491 shares

    1.03% of the 13F portfolio, value $3,471,882.

    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 49,580 shares
    Change vs previous 13F -1,669 shares

    0.96% of the 13F portfolio, value $2,833,017.

    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 51,249 shares
    Change vs previous 13F +196 shares

    0.93% of the 13F portfolio, value $2,948,345.

    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 51,053 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,038,158.

    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).