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BEAM WEALTH ADVISORS, INC.: SCHG position timeline

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

BEAM WEALTH ADVISORS, INC. held 31,722 SCHG 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 31,722 shares
    Change vs previous 13F -2,150 shares

    0.24% of the 13F portfolio, value $1,073,467.

    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 33,872 shares
    Change vs previous 13F +517 shares

    0.25% of the 13F portfolio, value $986,685.

    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 33,355 shares
    Change vs previous 13F +102 shares

    0.3% of the 13F portfolio, value $1,088,033.

    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 33,253 shares
    Change vs previous 13F -1,053 shares

    0.29% of the 13F portfolio, value $1,061,113.

    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 34,306 shares
    Change vs previous 13F +4,957 shares

    0.3% of the 13F portfolio, value $1,002,069.

    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 29,349 shares
    Change vs previous 13F +2,858 shares

    0.25% of the 13F portfolio, value $734,888.

    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 26,491 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $738,309.

    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).