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BEAM WEALTH ADVISORS, INC.: PSLV position timeline

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

BEAM WEALTH ADVISORS, INC. held 98,751 PSLV 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 98,751 shares
    Change vs previous 13F -134 shares

    0.41% of the 13F portfolio, value $1,863,431.

    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 98,885 shares
    Change vs previous 13F +988 shares

    0.6% of the 13F portfolio, value $2,411,805.

    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 97,897 shares
    Change vs previous 13F +5,468 shares

    0.64% of the 13F portfolio, value $2,315,264.

    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 92,429 shares
    Change vs previous 13F +10,572 shares

    0.4% of the 13F portfolio, value $1,451,135.

    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 81,857 shares
    Change vs previous 13F +16,932 shares

    0.3% of the 13F portfolio, value $1,001,930.

    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 64,925 shares
    Change vs previous 13F +2,310 shares

    0.25% of the 13F portfolio, value $753,130.

    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 62,615 shares
    Change vs previous 13F +5,115 shares

    0.19% of the 13F portfolio, value $604,235.

    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 57,500 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $600,875.

    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).