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BEAM WEALTH ADVISORS, INC.: PGX position timeline

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

BEAM WEALTH ADVISORS, INC. held 68,328 PGX 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 68,328 shares
    Change vs previous 13F -11,822 shares

    0.16% of the 13F portfolio, value $740,672.

    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 80,150 shares
    Change vs previous 13F -8,018 shares

    0.22% of the 13F portfolio, value $872,036.

    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 88,168 shares
    Change vs previous 13F -1,948 shares

    0.27% of the 13F portfolio, value $991,013.

    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 90,116 shares
    Change vs previous 13F -2,695 shares

    0.28% of the 13F portfolio, value $1,045,347.

    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 92,811 shares
    Change vs previous 13F -851 shares

    0.31% of the 13F portfolio, value $1,032,982.

    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 93,662 shares
    Change vs previous 13F -12,706 shares

    0.35% of the 13F portfolio, value $1,050,884.

    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 106,368 shares
    Change vs previous 13F +1,376 shares

    0.39% of the 13F portfolio, value $1,226,426.

    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 104,992 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,296,650.

    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).