BEAM WEALTH ADVISORS, INC.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on PG, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 10,017 PG 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 10,017 sharesChange vs previous 13F +10,017 shares
0.32% of the 13F portfolio, value $1,468,908.
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 0 sharesChange vs previous 13F -10,040 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 10,040 sharesChange vs previous 13F -719 shares
0.39% of the 13F portfolio, value $1,438,787.
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 10,759 sharesChange vs previous 13F -21 shares
0.45% of the 13F portfolio, value $1,653,159.
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 10,780 sharesChange vs previous 13F -29 shares
0.51% of the 13F portfolio, value $1,717,456.
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 10,809 sharesChange vs previous 13F -555 shares
0.62% of the 13F portfolio, value $1,842,036.
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 11,364 sharesChange vs previous 13F +221 shares
0.6% of the 13F portfolio, value $1,905,211.
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 11,143 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $1,929,925.
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).