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BEAM WEALTH ADVISORS, INC.: MBSF position timeline

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

BEAM WEALTH ADVISORS, INC. held 44,118 MBSF 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 44,118 shares
    Change vs previous 13F +2,097 shares

    0.25% of the 13F portfolio, value $1,132,725.

    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 42,021 shares
    Change vs previous 13F +2,760 shares

    0.27% of the 13F portfolio, value $1,071,956.

    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 39,261 shares
    Change vs previous 13F -4,091 shares

    0.28% of the 13F portfolio, value $1,006,833.

    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 43,352 shares
    Change vs previous 13F +5,993 shares

    0.3% of the 13F portfolio, value $1,104,174.

    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 37,359 shares
    Change vs previous 13F +10,925 shares

    0.28% of the 13F portfolio, value $953,393.

    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 26,434 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $672,893.

    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).