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BEAM WEALTH ADVISORS, INC.: TLT position timeline

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

BEAM WEALTH ADVISORS, INC. held 17,474 TLT 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 17,474 shares
    Change vs previous 13F +219 shares

    0.33% of the 13F portfolio, value $1,510,076.

    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 17,255 shares
    Change vs previous 13F +523 shares

    0.37% of the 13F portfolio, value $1,495,830.

    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 16,732 shares
    Change vs previous 13F +878 shares

    0.4% of the 13F portfolio, value $1,458,351.

    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 15,854 shares
    Change vs previous 13F -408 shares

    0.39% of the 13F portfolio, value $1,416,857.

    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 16,262 shares
    Change vs previous 13F -16,998 shares

    0.43% of the 13F portfolio, value $1,435,112.

    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 33,260 shares
    Change vs previous 13F -848 shares

    1.02% of the 13F portfolio, value $3,027,635.

    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 34,108 shares
    Change vs previous 13F -1,863 shares

    0.94% of the 13F portfolio, value $2,978,686.

    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 35,971 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,528,822.

    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).