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BEAM WEALTH ADVISORS, INC.: PTLC position timeline

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

BEAM WEALTH ADVISORS, INC. held 27,206 PTLC 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 27,206 shares
    Change vs previous 13F +140 shares

    0.35% of the 13F portfolio, value $1,585,007.

    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 27,066 shares
    Change vs previous 13F -30,928 shares

    0.35% of the 13F portfolio, value $1,419,869.

    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 57,994 shares
    Change vs previous 13F +8,555 shares

    0.88% of the 13F portfolio, value $3,223,291.

    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 49,439 shares
    Change vs previous 13F +5,549 shares

    0.74% of the 13F portfolio, value $2,707,268.

    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 43,890 shares
    Change vs previous 13F +1,186 shares

    0.66% of the 13F portfolio, value $2,227,846.

    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 42,704 shares
    Change vs previous 13F -1,458 shares

    0.74% of the 13F portfolio, value $2,197,120.

    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 44,162 shares
    Change vs previous 13F +4,444 shares

    0.75% of the 13F portfolio, value $2,359,993.

    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 39,718 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,087,171.

    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).