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BEAM WEALTH ADVISORS, INC.: QDEF position timeline

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

BEAM WEALTH ADVISORS, INC. held 11,465 QDEF 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 11,465 shares
    Change vs previous 13F -138 shares

    0.22% of the 13F portfolio, value $997,696.

    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 11,603 shares
    Change vs previous 13F +91 shares

    0.23% of the 13F portfolio, value $926,151.

    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 11,512 shares
    Change vs previous 13F -345 shares

    0.26% of the 13F portfolio, value $932,012.

    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 11,857 shares
    Change vs previous 13F -2,964 shares

    0.26% of the 13F portfolio, value $948,375.

    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 14,821 shares
    Change vs previous 13F -647 shares

    0.33% of the 13F portfolio, value $1,097,507.

    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 15,468 shares
    Change vs previous 13F -243 shares

    0.36% of the 13F portfolio, value $1,081,059.

    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 15,711 shares
    Change vs previous 13F -746 shares

    0.35% of the 13F portfolio, value $1,103,278.

    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 16,457 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,176,837.

    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).