BEAM WEALTH ADVISORS, INC.: SCHB position timeline

BEAM WEALTH ADVISORS, INC. held 11,363 SCHB 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 11,363 shares

   Change vs previous 13F +907 shares

   0.07% of the 13F portfolio, value $329,067.

   13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,456 shares

   Change vs previous 13F +10,456 shares

   0.07% of the 13F portfolio, value $262,437.

   13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -10,942 shares

   13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 10,942 shares

   Change vs previous 13F +179 shares

   0.08% of the 13F portfolio, value $281,316.

   13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,763 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $256,471.

   13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).