BEAM WEALTH ADVISORS, INC.: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on NVDA, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 48,193 NVDA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F/A 48,193 sharesChange vs previous 13F -1,170 shares
2.13% of the 13F portfolio, value $9,642,881.
13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,363 sharesChange vs previous 13F -13,534 shares
2.14% of the 13F portfolio, value $8,609,457.
13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,897 sharesChange vs previous 13F -2,256 shares
3.22% of the 13F portfolio, value $11,730,369.
13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 65,153 sharesChange vs previous 13F -972 shares
3.31% of the 13F portfolio, value $12,156,235.
13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,125 sharesChange vs previous 13F -11,169 shares
3.11% of the 13F portfolio, value $10,447,014.
13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,294 sharesChange vs previous 13F -11,067 shares
2.83% of the 13F portfolio, value $8,377,127.
13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 88,361 sharesChange vs previous 13F -43,711 shares
3.75% of the 13F portfolio, value $11,866,016.
13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 132,072 sharesChange vs previous 13F not available
4.86% of the 13F portfolio, value $16,038,914.
13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).