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BEAM WEALTH ADVISORS, INC.: URTH position timeline

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

BEAM WEALTH ADVISORS, INC. held 20,925 URTH 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 20,925 shares
    Change vs previous 13F -105 shares

    0.94% of the 13F portfolio, value $4,240,299.

    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 21,030 shares
    Change vs previous 13F -1,497 shares

    0.94% of the 13F portfolio, value $3,785,889.

    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 22,527 shares
    Change vs previous 13F +30 shares

    1.15% of the 13F portfolio, value $4,184,761.

    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 22,497 shares
    Change vs previous 13F -499 shares

    1.11% of the 13F portfolio, value $4,084,641.

    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 22,996 shares
    Change vs previous 13F -1,566 shares

    1.16% of the 13F portfolio, value $3,895,022.

    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 24,562 shares
    Change vs previous 13F -796 shares

    1.27% of the 13F portfolio, value $3,762,423.

    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 25,358 shares
    Change vs previous 13F -1,171 shares

    1.25% of the 13F portfolio, value $3,943,226.

    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 26,529 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,162,613.

    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).