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BEAM WEALTH ADVISORS, INC.: QYLD position timeline

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

BEAM WEALTH ADVISORS, INC. held 46,314 QYLD 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 46,314 shares
    Change vs previous 13F -2,191 shares

    0.19% of the 13F portfolio, value $853,563.

    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 48,505 shares
    Change vs previous 13F -29,867 shares

    0.21% of the 13F portfolio, value $831,861.

    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 78,372 shares
    Change vs previous 13F +32 shares

    0.38% of the 13F portfolio, value $1,384,830.

    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 78,340 shares
    Change vs previous 13F +170 shares

    0.36% of the 13F portfolio, value $1,332,558.

    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 78,170 shares
    Change vs previous 13F +25,953 shares

    0.39% of the 13F portfolio, value $1,307,000.

    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 52,217 shares
    Change vs previous 13F -4,519 shares

    0.29% of the 13F portfolio, value $868,369.

    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 56,736 shares
    Change vs previous 13F +798 shares

    0.33% of the 13F portfolio, value $1,033,724.

    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 55,938 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,009,126.

    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).