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BEAM WEALTH ADVISORS, INC.: SPTM position timeline

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

BEAM WEALTH ADVISORS, INC. held 51,589 SPTM 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 51,589 shares
    Change vs previous 13F -137 shares

    1.03% of the 13F portfolio, value $4,683,740.

    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 51,726 shares
    Change vs previous 13F -2,555 shares

    1.02% of the 13F portfolio, value $4,089,424.

    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 54,281 shares
    Change vs previous 13F -2,565 shares

    1.23% of the 13F portfolio, value $4,478,187.

    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 56,846 shares
    Change vs previous 13F -8,319 shares

    1.25% of the 13F portfolio, value $4,584,648.

    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 65,165 shares
    Change vs previous 13F -447 shares

    1.45% of the 13F portfolio, value $4,880,219.

    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 65,612 shares
    Change vs previous 13F +172 shares

    1.5% of the 13F portfolio, value $4,462,271.

    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 65,440 shares
    Change vs previous 13F +183 shares

    1.48% of the 13F portfolio, value $4,674,403.

    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 65,257 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,571,916.

    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).