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BEAM WEALTH ADVISORS, INC.: JEPQ position timeline

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

BEAM WEALTH ADVISORS, INC. held 59,622 JEPQ 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 59,622 shares
    Change vs previous 13F +12,086 shares

    0.81% of the 13F portfolio, value $3,664,361.

    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 47,536 shares
    Change vs previous 13F +27,424 shares

    0.66% of the 13F portfolio, value $2,639,206.

    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 20,112 shares
    Change vs previous 13F +206 shares

    0.32% of the 13F portfolio, value $1,168,926.

    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 19,906 shares
    Change vs previous 13F +382 shares

    0.31% of the 13F portfolio, value $1,144,990.

    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 19,524 shares
    Change vs previous 13F +3,062 shares

    0.32% of the 13F portfolio, value $1,062,085.

    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 16,462 shares
    Change vs previous 13F -832 shares

    0.29% of the 13F portfolio, value $852,391.

    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 17,294 shares
    Change vs previous 13F +1,493 shares

    0.31% of the 13F portfolio, value $975,035.

    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 15,801 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $867,973.

    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).