Skip to content
Disclosery

BEAM WEALTH ADVISORS, INC.: RAAX position timeline

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

BEAM WEALTH ADVISORS, INC. held 717,249 RAAX 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 717,249 shares
    Change vs previous 13F +10,602 shares

    6.28% of the 13F portfolio, value $28,453,264.

    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 706,647 shares
    Change vs previous 13F -26,501 shares

    7.16% of the 13F portfolio, value $28,767,586.

    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 733,148 shares
    Change vs previous 13F +31,359 shares

    7.03% of the 13F portfolio, value $25,608,863.

    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 701,789 shares
    Change vs previous 13F +44,055 shares

    6.59% of the 13F portfolio, value $24,183,647.

    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 657,734 shares
    Change vs previous 13F +129,497 shares

    6.09% of the 13F portfolio, value $20,422,629.

    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 528,237 shares
    Change vs previous 13F +24,065 shares

    5.42% of the 13F portfolio, value $16,071,783.

    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 504,172 shares
    Change vs previous 13F +124,376 shares

    4.5% of the 13F portfolio, value $14,212,605.

    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 379,796 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $10,991,258.

    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).