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BEAM WEALTH ADVISORS, INC.: SHY position timeline

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

BEAM WEALTH ADVISORS, INC. held 34,744 SHY 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 34,744 shares
    Change vs previous 13F -8,574 shares

    0.63% of the 13F portfolio, value $2,852,818.

    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 43,318 shares
    Change vs previous 13F -11,619 shares

    0.89% of the 13F portfolio, value $3,576,807.

    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 54,937 shares
    Change vs previous 13F -11,572 shares

    1.25% of the 13F portfolio, value $4,549,922.

    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 66,509 shares
    Change vs previous 13F -172,258 shares

    1.5% of the 13F portfolio, value $5,517,594.

    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 238,767 shares
    Change vs previous 13F +3,077 shares

    5.9% of the 13F portfolio, value $19,784,211.

    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 235,690 shares
    Change vs previous 13F -5,193 shares

    6.58% of the 13F portfolio, value $19,498,600.

    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 240,883 shares
    Change vs previous 13F -82,118 shares

    6.25% of the 13F portfolio, value $19,747,575.

    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 323,001 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $26,857,536.

    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).